ML
AET

McAdam LLC’s Aetna Inc AET Stock Holding History

McAdam LLC’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
-159
Closed -$32K – 730
2018
Q3 		$32K Hold
159
– – 0.01% 203
2018
Q2 		$29K Buy
159
+20
+14% +$3.56K 0.01% 199
2018
Q1 		$23K Buy
+139
New +$25K 0.01% 226

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

McAdam LLC's AET Position: Q4 2018 in Review

McAdam LLC sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 159 shares — an estimated $32K sold.

McAdam LLC first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $32K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • McAdam LLC reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 159 Aetna Inc shares in Q4 2018, an estimated $32K.
  • McAdam LLC first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Aetna Inc position peaked at $32K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.