MWM
AET

MinichMacGregor Wealth Management’s Aetna Inc AET Stock Holding History

MinichMacGregor 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
-74
Closed -$15K – 596
2018
Q3 		$15K Sell
74
-9
-11% -$1.76K 0.01% 264
2018
Q2 		$15K Hold
83
– – 0.01% 252
2018
Q1 		$14K Sell
83
-6
-7% -$1.08K 0.01% 260
2017
Q4 		$16K Sell
89
-4
-4% -$687 0.01% 235
2017
Q3 		$14K Hold
93
– – 0.01% 239
2017
Q2 		$14K Hold
93
– – 0.01% 236
2017
Q1 		$11K Buy
93
+4
+4% +$502 0.01% 264
2016
Q4 		$11K Buy
89
+43
+93% +$5.15K 0.01% 254
2016
Q3 		$5K Hold
46
– – ﹤0.01% 339
2016
Q2 		$5K Hold
46
– – ﹤0.01% 330
2016
Q1 		$5K Buy
+46
New +$4.92K ﹤0.01% 317

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

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

MinichMacGregor Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 74 shares — an estimated $15K sold.

MinichMacGregor Wealth Management first reported a position in AET in Q1 2016 and held it in 11 quarters. The position peaked at $16K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 74 Aetna Inc shares in Q4 2018, an estimated $15K.
  • MinichMacGregor Wealth Management first reported a position in Aetna Inc in Q1 2016 and held it in 11 quarters.
  • MinichMacGregor Wealth Management's Aetna Inc position peaked at $16K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.