Oak Associates’s Aetna Inc AET Stock Holding History

Oak 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	-17,340	Closed	-$3.52M	–	165
2018 Q3	$3.52M	Hold	17,340	–	–	0.22%	75
2018 Q2	$3.18M	Hold	17,340	–	–	0.21%	75
2018 Q1	$2.93M	Hold	17,340	–	–	0.2%	76
2017 Q4	$3.13M	Sell	17,340 -1,040	-6%	-$179K	0.22%	73
2017 Q3	$2.92M	Sell	18,380 -1,080	-6%	-$169K	0.22%	84
2017 Q2	$2.96M	Sell	19,460 -700	-3%	-$98.9K	0.22%	85
2017 Q1	$2.57M	Hold	20,160	–	–	0.21%	92
2016 Q4	$2.5M	Hold	20,160	–	–	0.25%	89
2016 Q3	$2.16M	Hold	20,160	–	–	0.22%	95
2016 Q2	$2.46M	Buy	+20,160	New	+$2.31M	0.3%	79

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

Oak Associates's AET Position: Q4 2018 in Review

Oak Associates sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 17,340 shares — an estimated $3.52M sold.

Oak Associates first reported a position in AET in Q2 2016 and held it in 10 quarters. The position peaked at $3.52M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Oak Associates reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Oak Associates sold 17,340 Aetna Inc shares in Q4 2018, an estimated $3.52M.
Oak Associates first reported a position in Aetna Inc in Q2 2016 and held it in 10 quarters.
Oak Associates's Aetna Inc position peaked at $3.52M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Oak Associates's 13F filing for Q4 2018, filed 7 Feb 2019.