MSFP
AET

Mark Sheptoff Financial Planning’s Aetna Inc AET Stock Holding History

Mark Sheptoff Financial Planning’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
-3,116
Closed -$632K – 381
2018
Q3 		$632K Sell
3,116
-100
-3% -$19.5K 0.43% 47
2018
Q2 		$590K Hold
3,216
– – 0.44% 53
2018
Q1 		$544K Hold
3,216
– – 0.38% 62
2017
Q4 		$580K Hold
3,216
– – 0.38% 62
2017
Q3 		$511K Hold
3,216
– – 0.34% 64
2017
Q2 		$488K Sell
3,216
-1
-0% -$141 0.34% 67
2017
Q1 		$410K Buy
3,217
+1
+0% +$126 0.29% 73
2016
Q4 		$399K Hold
3,216
– – 0.3% 74
2016
Q3 		$371K Sell
3,216
-150
-4% -$17.6K 0.28% 68
2016
Q2 		$411K Hold
3,366
– – 0.31% 65
2016
Q1 		$378K Hold
3,366
– – 0.31% 66
2015
Q4 		$364K Buy
3,366
+200
+6% +$21.6K 0.3% 69
2015
Q3 		$346K Buy
3,166
+66
+2% +$7.63K 0.3% 71
2015
Q2 		$395K Hold
3,100
– – 0.32% 73
2015
Q1 		$330K Hold
3,100
– – 0.28% 77
2014
Q4 		$275K Buy
3,100
+100
+3% +$8.39K 0.24% 88
2014
Q3 		$243K Buy
3,000
+800
+36% +$65.1K 0.21% 95
2014
Q2 		$178K Buy
2,200
+200
+10% +$15.1K 0.15% 104
2014
Q1 		$150K Buy
+2,000
New +$142K 0.13% 113

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

Mark Sheptoff Financial Planning's AET Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,116 shares — an estimated $632K sold.

Mark Sheptoff Financial Planning first reported a position in AET in Q1 2014 and held it in 19 quarters. The position peaked at $632K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,116 Aetna Inc shares in Q4 2018, an estimated $632K.
  • Mark Sheptoff Financial Planning first reported a position in Aetna Inc in Q1 2014 and held it in 19 quarters.
  • Mark Sheptoff Financial Planning's Aetna Inc position peaked at $632K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.