Lido Advisors
AET

Lido Advisors’s Aetna Inc AET Stock Holding History

Lido 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
-5,551
Closed -$1.13M – 500
2018
Q3 		$1.13M Buy
5,551
+996
+22% +$195K 0.11% 109
2018
Q2 		$835K Buy
4,555
+867
+24% +$155K 0.1% 132
2018
Q1 		$623K Buy
3,688
+531
+17% +$95.4K 0.09% 155
2017
Q4 		$569K Buy
3,157
+335
+12% +$57.6K 0.08% 136
2017
Q3 		$479K Buy
2,822
+344
+14% +$53.7K 0.08% 153
2017
Q2 		$376K Buy
2,478
+634
+34% +$89.6K 0.08% 141
2017
Q1 		$261K Buy
+1,844
New +$232K 0.07% 184

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

Lido Advisors's AET Position: Q4 2018 in Review

Lido Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,551 shares — an estimated $1.13M sold.

Lido Advisors first reported a position in AET in Q1 2017 and held it in 7 quarters. The position peaked at $1.13M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Lido Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Lido Advisors sold 5,551 Aetna Inc shares in Q4 2018, an estimated $1.13M.
  • Lido Advisors first reported a position in Aetna Inc in Q1 2017 and held it in 7 quarters.
  • Lido Advisors's Aetna Inc position peaked at $1.13M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Lido Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.