LWA
AET

Lowe Wealth Advisors’s Aetna Inc AET Stock Holding History

Lowe Wealth 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
Closed – – 321
2018
Q3 		$0 Hold
1
– – ﹤0.01% 322
2018
Q2 		$0 Hold
1
– – ﹤0.01% 272
2018
Q1 		$0 Hold
1
– – ﹤0.01% 280
2017
Q4 		$0 Hold
1
– – ﹤0.01% 283
2017
Q3 		$0 Hold
1
– – ﹤0.01% 261
2017
Q2 		$0 Hold
1
– – ﹤0.01% 238
2017
Q1 		$0 Hold
1
– – ﹤0.01% 250
2016
Q4 		$0 Hold
1
– – ﹤0.01% 255
2016
Q3 		$0 Hold
1
– – ﹤0.01% 260
2016
Q2 		$0 Hold
1
– – ﹤0.01% 266
2016
Q1 		$0 Hold
1
– – ﹤0.01% 242
2015
Q4 		$0 Hold
1
– – ﹤0.01% 256
2015
Q3 		$0 Hold
1
– – ﹤0.01% 258
2015
Q2 		$0 Hold
1
– – ﹤0.01% 249
2015
Q1 		$0 Hold
1
– – ﹤0.01% 231
2014
Q4 		$0 Buy
+1
New +$84 ﹤0.01% 205

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

Lowe Wealth Advisors's AET Position: Q4 2018 in Review

Lowe Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1 share.

Lowe Wealth Advisors first reported a position in AET in Q4 2014 and held it in 16 quarters. The position peaked at $0 in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Lowe Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 1 Aetna Inc share in Q4 2018.
  • Lowe Wealth Advisors first reported a position in Aetna Inc in Q4 2014 and held it in 16 quarters.
  • Lowe Wealth Advisors's Aetna Inc position peaked at $0 in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.