Moisand Fitzgerald Tamayo’s Aetna Inc AET Stock Holding History

Moisand Fitzgerald Tamayo’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	-527	Closed	-$107K	–	307
2018 Q3	$107K	Hold	527	–	–	0.06%	93
2018 Q2	$97K	Hold	527	–	–	0.06%	97
2018 Q1	$89K	Hold	527	–	–	0.05%	100
2017 Q4	$95K	Sell	527 -200	-28%	-$34.4K	0.06%	88
2017 Q3	$116K	Buy	+727	New	+$114K	0.07%	82
2016 Q2	–	Sell	-2,719	Closed	-$305K	–	223
2016 Q1	$305K	Hold	2,719	–	–	0.25%	44
2015 Q4	$294K	Buy	+2,719	New	+$294K	0.25%	43

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's AET Position: Q4 2018 in Review

Moisand Fitzgerald Tamayo sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 527 shares — an estimated $107K sold.

Moisand Fitzgerald Tamayo first reported a position in AET in Q4 2015 and held it in 7 quarters. The position peaked at $305K in Q1 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Moisand Fitzgerald Tamayo reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 527 Aetna Inc shares in Q4 2018, an estimated $107K.
Moisand Fitzgerald Tamayo first reported a position in Aetna Inc in Q4 2015 and held it in 7 quarters.
Moisand Fitzgerald Tamayo's Aetna Inc position peaked at $305K in Q1 2016.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2018, filed 11 Feb 2019.