MWM
AET

Marietta Wealth Management’s Aetna Inc AET Stock Holding History

Marietta Wealth 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
-3,841
Closed -$779K – 122
2018
Q3 		$779K Buy
3,841
+76
+2% +$14.9K 0.34% 80
2018
Q2 		$691K Sell
3,765
-439
-10% -$78.2K 0.34% 79
2018
Q1 		$710K Sell
4,204
-8,781
-68% -$1.58M 0.37% 73
2017
Q4 		$2.34M Sell
12,985
-448
-3% -$77K 1.27% 28
2017
Q3 		$2.14M Sell
13,433
-3,673
-21% -$574K 1.2% 33
2017
Q2 		$2.6M Buy
17,106
+133
+0.8% +$18.8K 1.58% 18
2017
Q1 		$2.17M Buy
16,973
+3,579
+27% +$449K 1.44% 21
2016
Q4 		$1.66M Buy
+13,394
New +$1.6M 1.33% 22

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

Marietta Wealth Management's AET Position: Q4 2018 in Review

Marietta Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,841 shares — an estimated $779K sold.

Marietta Wealth Management first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $2.6M in Q2 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Marietta Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Marietta Wealth Management sold 3,841 Aetna Inc shares in Q4 2018, an estimated $779K.
  • Marietta Wealth Management first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Marietta Wealth Management's Aetna Inc position peaked at $2.6M in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Marietta Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.