LA
AET

LexAurum Advisors’s Aetna Inc AET Stock Holding History

LexAurum Advisors’s Portfolio AET Stock Details AET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,207
Closed -$245K – 176
2018
Q3 		$245K Hold
1,207
– – 0.17% 121
2018
Q2 		$221K Hold
1,207
– – 0.2% 118
2018
Q1 		$204K Hold
1,207
– – 0.17% 132
2017
Q4 		$222K Buy
+1,207
New +$207K 0.21% 130

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

LexAurum Advisors's AET Position: Q4 2018 in Review

LexAurum Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,207 shares — an estimated $245K sold.

LexAurum Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $245K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • LexAurum Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • LexAurum Advisors sold 1,207 Aetna Inc shares in Q4 2018, an estimated $245K.
  • LexAurum Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • LexAurum Advisors's Aetna Inc position peaked at $245K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on LexAurum Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.