Montag & Associates’s Aetna Inc AET Stock Holding History

Montag & Associates’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	-1,315	Closed	-$267K	–	333
2018 Q3	$267K	Hold	1,315	–	–	0.02%	282
2018 Q2	$241K	Hold	1,315	–	–	0.02%	255
2018 Q1	$222K	Sell	1,315 -133	-9%	-$23.9K	0.02%	265
2017 Q4	$261K	Hold	1,448	–	–	0.03%	251
2017 Q3	$230K	Hold	1,448	–	–	0.02%	233
2017 Q2	$220K	Buy	+1,448	New	+$205K	0.02%	231
2017 Q1	–	Sell	-4,930	Closed	-$611K	–	249
2016 Q4	$611K	Buy	+4,930	New	+$590K	0.07%	166

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 $830M AUM 21.8% 1-Year Est. Return

Montag & Associates's AET Position: Q4 2018 in Review

Montag & Associates sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,315 shares — an estimated $267K sold.

Montag & Associates first reported a position in AET in Q4 2016 and held it in 7 quarters. The position peaked at $611K in Q4 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Montag & Associates reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Montag & Associates sold 1,315 Aetna Inc shares in Q4 2018, an estimated $267K.
Montag & Associates first reported a position in Aetna Inc in Q4 2016 and held it in 7 quarters.
Montag & Associates's Aetna Inc position peaked at $611K in Q4 2016.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Montag & Associates's 13F filing for Q4 2018, filed 6 Feb 2019.