NFG
AET

Next Financial Group’s Aetna Inc AET Stock Holding History

Next Financial Group’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
-69
Closed -$14K – 2184
2018
Q3 		$14K Buy
+69
New +$13.5K 0.01% 908
2017
Q4 		– Sell
-674
Closed -$103K – 1681
2017
Q3 		$103K Sell
674
-150
-18% -$23.4K 0.03% 477
2017
Q2 		$125K Hold
824
– – 0.03% 482
2017
Q1 		$111K Sell
824
-365
-31% -$45.8K 0.03% 460
2016
Q4 		$147K Buy
1,189
+25
+2% +$2.99K 0.03% 570
2016
Q3 		$134K Buy
1,164
+340
+41% +$39.9K 0.02% 573
2016
Q2 		$100K Sell
824
-356
-30% -$40.9K 0.03% 454
2016
Q1 		$132K Sell
1,180
-100
-8% -$10.7K 0.05% 363
2015
Q4 		$138K Hold
1,280
– – 0.05% 344
2015
Q3 		$140K Sell
1,280
-1,880
-59% -$217K 0.05% 353
2015
Q2 		$402K Sell
3,160
-130
-4% -$14.8K 0.14% 166
2015
Q1 		$350K Buy
3,290
+280
+9% +$27.4K 0.11% 195
2014
Q4 		$267K Buy
3,010
+1,999
+198% +$168K 0.09% 248
2014
Q3 		$82K Sell
1,011
-340
-25% -$27.7K 0.02% 729
2014
Q2 		$104K Buy
+1,351
New +$102K 0.05% 232

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

Next Financial Group's AET Position: Q4 2018 in Review

Next Financial Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 69 shares — an estimated $14K sold.

Next Financial Group first reported a position in AET in Q2 2014 and held it in 15 quarters. The position peaked at $402K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Next Financial Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 69 Aetna Inc shares in Q4 2018, an estimated $14K.
  • Next Financial Group first reported a position in Aetna Inc in Q2 2014 and held it in 15 quarters.
  • Next Financial Group's Aetna Inc position peaked at $402K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.