Loring Wolcott & Coolidge Fiduciary Advisors’s Aetna Inc AET Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-26	Closed	-$5K	–	746
2018 Q3	$5K	Hold	26	–	–	﹤0.01%	569
2018 Q2	$5K	Hold	26	–	–	﹤0.01%	585
2018 Q1	$4K	Hold	26	–	–	﹤0.01%	637
2017 Q4	$5K	Hold	26	–	–	﹤0.01%	611
2017 Q3	$4K	Buy	+26	New	+$4.06K	﹤0.01%	613

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 $953M AUM 24.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AET Position: Q4 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 26 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AET in Q3 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 26 Aetna Inc shares in Q4 2018, an estimated $5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Aetna Inc in Q3 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Aetna Inc position peaked at $5K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.