Northstar Wealth Partners’s Aetna Inc AET Stock Holding History

Northstar Wealth Partners’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	-5,386	Closed	-$1.09M	–	185
2018 Q3	$1.09M	Hold	5,386	–	–	0.52%	64
2018 Q2	$988K	Hold	5,386	–	–	0.49%	66
2018 Q1	$910K	Buy	5,386 +173	+3%	+$31.1K	0.47%	68
2017 Q4	$963K	Buy	5,213 +100	+2%	+$17.2K	0.86%	43
2017 Q3	$809K	Buy	5,113 +150	+3%	+$23.4K	0.79%	46
2017 Q2	$764K	Sell	4,963 -2,400	-33%	-$339K	0.7%	46
2017 Q1	$937K	Buy	+7,363	New	+$925K	0.87%	35

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

Northstar Wealth Partners's AET Position: Q4 2018 in Review

Northstar Wealth Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,386 shares — an estimated $1.09M sold.

Northstar Wealth Partners first reported a position in AET in Q1 2017 and held it in 7 quarters. The position peaked at $1.09M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Northstar Wealth Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Northstar Wealth Partners sold 5,386 Aetna Inc shares in Q4 2018, an estimated $1.09M.
Northstar Wealth Partners first reported a position in Aetna Inc in Q1 2017 and held it in 7 quarters.
Northstar Wealth Partners's Aetna Inc position peaked at $1.09M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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