LW
AET

Linscomb Wealth’s Aetna Inc AET Stock Holding History

Linscomb Wealth’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
-3,499
Closed -$710K – 292
2018
Q3 		$710K Hold
3,499
– – 0.06% 147
2018
Q2 		$642K Buy
3,499
+250
+8% +$44.6K 0.05% 155
2018
Q1 		$549K Sell
3,249
-48
-1% -$8.63K 0.05% 160
2017
Q4 		$595K Hold
3,297
– – 0.05% 157
2017
Q3 		$524K Sell
3,297
-588
-15% -$91.9K 0.05% 162
2017
Q2 		$590K Sell
3,885
-700
-15% -$98.9K 0.05% 151
2017
Q1 		$585K Hold
4,585
– – 0.05% 148
2016
Q4 		$569K Hold
4,585
– – 0.05% 159
2016
Q3 		$529K Hold
4,585
– – 0.05% 159
2016
Q2 		$560K Hold
4,585
– – 0.06% 149
2016
Q1 		$515K Hold
4,585
– – 0.06% 154
2015
Q4 		$496K Hold
4,585
– – 0.06% 157
2015
Q3 		$502K Sell
4,585
-30
-0.7% -$3.47K 0.06% 154
2015
Q2 		$588K Sell
4,615
-970
-17% -$111K 0.06% 149
2015
Q1 		$595K Buy
5,585
+1
+0% +$98 0.06% 156
2014
Q4 		$496K Sell
5,584
-1
-0% -$84 0.05% 170
2014
Q3 		$452K Sell
5,585
-1,000
-15% -$81.4K 0.05% 183
2014
Q2 		$534K Hold
6,585
– – 0.06% 166
2014
Q1 		$494K Buy
+6,585
New +$466K 0.05% 168

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

Linscomb Wealth's AET Position: Q4 2018 in Review

Linscomb Wealth sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,499 shares — an estimated $710K sold.

Linscomb Wealth first reported a position in AET in Q1 2014 and held it in 19 quarters. The position peaked at $710K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Linscomb Wealth reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Linscomb Wealth sold 3,499 Aetna Inc shares in Q4 2018, an estimated $710K.
  • Linscomb Wealth first reported a position in Aetna Inc in Q1 2014 and held it in 19 quarters.
  • Linscomb Wealth's Aetna Inc position peaked at $710K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Linscomb Wealth's 13F filing for Q4 2018, filed 8 Feb 2019.