MA
AET

Mutual Advisors’s Aetna Inc AET Stock Holding History

Mutual Advisors’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
-1,305
Closed -$265K – 507
2018
Q3 		$265K Buy
1,305
+35
+3% +$6.84K 0.04% 394
2018
Q2 		$233K Buy
+1,270
New +$226K 0.05% 374

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

Mutual Advisors's AET Position: Q4 2018 in Review

Mutual Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,305 shares — an estimated $265K sold.

Mutual Advisors first reported a position in AET in Q2 2018 and held it in 2 quarters. The position peaked at $265K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Mutual Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Mutual Advisors sold 1,305 Aetna Inc shares in Q4 2018, an estimated $265K.
  • Mutual Advisors first reported a position in Aetna Inc in Q2 2018 and held it in 2 quarters.
  • Mutual Advisors's Aetna Inc position peaked at $265K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Mutual Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.