ONST
AET

Old North State Trust’s Aetna Inc AET Stock Holding History

Old North State Trust’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
-89
Closed -$18K – 387
2018
Q3 		$18K Buy
+89
New +$17.4K 0.02% 276

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

Old North State Trust's AET Position: Q4 2018 in Review

Old North State Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 89 shares — an estimated $18K sold.

Old North State Trust first reported a position in AET in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Old North State Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Old North State Trust sold 89 Aetna Inc shares in Q4 2018, an estimated $18K.
  • Old North State Trust first reported a position in Aetna Inc in Q3 2018 and held it in 1 quarter.
  • Old North State Trust's Aetna Inc position peaked at $18K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Old North State Trust's 13F filing for Q4 2018, filed 8 Feb 2019.