OIA
AET

Optimum Investment Advisors’s Aetna Inc AET Stock Holding History

Optimum Investment Advisors’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
-18,459
Closed -$3.74M – 1076
2018
Q3 		$3.74M Sell
18,459
-1,736
-9% -$339K 1.03% 18
2018
Q2 		$3.71M Sell
20,195
-429
-2% -$76.5K 1.07% 17
2018
Q1 		$3.48M Sell
20,624
-155
-0.7% -$27.9K 1.02% 19
2017
Q4 		$3.75M Sell
20,779
-50
-0.2% -$8.59K 1.19% 16
2017
Q3 		$3.31M Sell
20,829
-720
-3% -$112K 1.11% 17
2017
Q2 		$3.27M Sell
21,549
-246
-1% -$34.8K 1.13% 15
2017
Q1 		$2.78M Sell
21,795
-25
-0.1% -$3.14K 0.99% 20
2016
Q4 		$2.71M Sell
21,820
-3,831
-15% -$459K 1.02% 19
2016
Q3 		$2.96M Sell
25,651
-1,209
-5% -$142K 1.11% 16
2016
Q2 		$3.28M Sell
26,860
-565
-2% -$64.9K 1.27% 11
2016
Q1 		$3.08M Sell
27,425
-150
-0.5% -$16.1K 1.21% 13
2015
Q4 		$2.98M Sell
27,575
-644
-2% -$69.6K 1.15% 15
2015
Q3 		$3.09M Buy
+28,219
New +$3.26M 1.25% 9
2015
Q1 		$3.07M Sell
28,819
-650
-2% -$63.7K 0.97% 14
2014
Q4 		$2.62M Sell
29,469
-375
-1% -$31.5K 0.84% 24
2014
Q3 		$2.42M Buy
29,844
+100
+0.3% +$8.14K 0.8% 26
2014
Q2 		$2.41M Buy
29,744
+1,850
+7% +$140K 0.78% 26
2014
Q1 		$2.09M Sell
27,894
-1,919
-6% -$136K 0.79% 27
2013
Q4 		$2.04M Sell
29,813
-750
-2% -$48.9K 0.77% 29
2013
Q3 		$1.96M Buy
+30,563
New +$1.96M 0.8% 30

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

Optimum Investment Advisors's AET Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 18,459 shares — an estimated $3.74M sold.

Optimum Investment Advisors first reported a position in AET in Q3 2013 and held it in 20 quarters. The position peaked at $3.75M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 18,459 Aetna Inc shares in Q4 2018, an estimated $3.74M.
  • Optimum Investment Advisors first reported a position in Aetna Inc in Q3 2013 and held it in 20 quarters.
  • Optimum Investment Advisors's Aetna Inc position peaked at $3.75M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.