MFW
AET

Mosaic Family Wealth’s Aetna Inc AET Stock Holding History

Mosaic Family Wealth’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
-31
Closed -$6K – 667
2018
Q3 		$6K Hold
31
– – ﹤0.01% 551
2018
Q2 		$6K Hold
31
– – ﹤0.01% 584
2018
Q1 		$5K Hold
31
– – ﹤0.01% 589
2017
Q4 		$6K Sell
31
-35
-53% -$6.01K ﹤0.01% 587
2017
Q3 		$10K Sell
66
-6
-8% -$937 ﹤0.01% 574
2017
Q2 		$11K Hold
72
– – ﹤0.01% 502
2017
Q1 		$9K Buy
72
+12
+20% +$1.51K ﹤0.01% 524
2016
Q4 		$7K Buy
60
+31
+107% +$3.71K ﹤0.01% 525
2016
Q3 		$3K Hold
29
– – ﹤0.01% 665
2016
Q2 		$4K Hold
29
– – ﹤0.01% 642
2016
Q1 		$3K Hold
29
– – ﹤0.01% 678
2015
Q4 		$3K Buy
+29
New +$3.13K ﹤0.01% 661

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 $953M AUM 24.79% 1-Year Est. Return

Mosaic Family Wealth's AET Position: Q4 2018 in Review

Mosaic Family Wealth sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 31 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in AET in Q4 2015 and held it in 12 quarters. The position peaked at $11K in Q2 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Mosaic Family Wealth reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 31 Aetna Inc shares in Q4 2018, an estimated $6K.
  • Mosaic Family Wealth first reported a position in Aetna Inc in Q4 2015 and held it in 12 quarters.
  • Mosaic Family Wealth's Aetna Inc position peaked at $11K in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.