OFW
AET

Omnia Family Wealth’s Aetna Inc AET Stock Holding History

Omnia Family Wealth’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
-122
Closed -$25K – 630
2018
Q3 		$25K Buy
122
+92
+307% +$18K 0.01% 194
2018
Q2 		$6K Buy
30
+13
+76% +$2.32K ﹤0.01% 302
2018
Q1 		$3K Hold
17
– – ﹤0.01% 400
2017
Q4 		$3K Hold
17
– – ﹤0.01% 400
2017
Q3 		$3K Sell
17
-36
-68% -$5.62K ﹤0.01% 417
2017
Q2 		$8K Hold
53
– – ﹤0.01% 330
2017
Q1 		$7K Sell
53
-83
-61% -$10.4K ﹤0.01% 341
2016
Q4 		$17K Buy
+136
New +$16.3K 0.01% 231

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

Omnia Family Wealth's AET Position: Q4 2018 in Review

Omnia Family Wealth sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 122 shares — an estimated $25K sold.

Omnia Family Wealth first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $25K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Omnia Family Wealth reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 122 Aetna Inc shares in Q4 2018, an estimated $25K.
  • Omnia Family Wealth first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Omnia Family Wealth's Aetna Inc position peaked at $25K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.