LifePlan Financial Group’s Aetna Inc AET Stock Holding History

LifePlan Financial Group’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	-9	Closed	-$2K	–	574
2018 Q3	$2K	Hold	9	–	–	﹤0.01%	511
2018 Q2	$2K	Hold	9	–	–	﹤0.01%	494
2018 Q1	$2K	Buy	+9	New	+$1.62K	﹤0.01%	482

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

LifePlan Financial Group's AET Position: Q4 2018 in Review

LifePlan Financial Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 9 shares — an estimated $2K sold.

LifePlan Financial Group first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

LifePlan Financial Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
LifePlan Financial Group sold 9 Aetna Inc shares in Q4 2018, an estimated $2K.
LifePlan Financial Group first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
LifePlan Financial Group's Aetna Inc position peaked at $2K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.