Mascoma Wealth Management’s Aetna Inc AET Stock Holding History

Mascoma 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	-59	Closed	-$12K	–	411
2018 Q3	$12K	Hold	59	–	–	0.01%	274
2018 Q2	$11K	Buy	59 +15	+34%	+$2.67K	0.01%	271
2018 Q1	$7K	Hold	44	–	–	﹤0.01%	293
2017 Q4	$8K	Sell	44 -4	-8%	-$687	﹤0.01%	280
2017 Q3	$8K	Sell	48 -3	-6%	-$469	0.01%	296
2017 Q2	$8K	Buy	51 +7	+16%	+$989	0.01%	303
2017 Q1	$6K	Hold	44	–	–	﹤0.01%	293
2016 Q4	$5K	Buy	+44	New	+$5.27K	﹤0.01%	304

Other funds holding AET

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 59 shares — an estimated $12K sold.

Mascoma Wealth Management first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $12K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Mascoma Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Mascoma Wealth Management sold 59 Aetna Inc shares in Q4 2018, an estimated $12K.
Mascoma Wealth Management first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
Mascoma Wealth Management's Aetna Inc position peaked at $12K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.