M&R Capital Management’s Aetna Inc AET Stock Holding History

M&R Capital Management’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	-133	Closed	-$26K	–	565
2018 Q3	$26K	Hold	133	–	–	0.01%	353
2018 Q2	$24K	Hold	133	–	–	0.01%	357
2018 Q1	$22K	Hold	133	–	–	0.01%	370
2017 Q4	$23K	Buy	+133	New	+$22.9K	0.01%	371

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

M&R Capital Management's AET Position: Q4 2018 in Review

M&R Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 133 shares — an estimated $26K sold.

M&R Capital Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $26K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

M&R Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
M&R Capital Management sold 133 Aetna Inc shares in Q4 2018, an estimated $26K.
M&R Capital Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
M&R Capital Management's Aetna Inc position peaked at $26K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on M&R Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.