Pathstone Family Office’s Aetna Inc AET Stock Holding History

Pathstone Family Office’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	-13,225	Closed	-$2.68M	–	582
2018 Q3	$2.68M	Buy	13,225 +6,959	+111%	+$1.36M	0.84%	16
2018 Q2	$1.15M	Sell	6,266 -6,959	-53%	-$1.24M	0.85%	18
2018 Q1	$2.23M	Hold	13,225	–	–	1.25%	14
2017 Q4	$2.38M	Buy	+13,225	New	+$2.27M	1.32%	8
2017 Q3	–	Sell	-1,275	Closed	-$194K	–	377
2017 Q2	$194K	Sell	1,275 -338	-21%	-$47.8K	0.08%	103
2017 Q1	$206K	Sell	1,613 -235	-13%	-$29.5K	0.11%	92
2016 Q4	$229K	Buy	+1,848	New	+$221K	0.15%	84

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

Pathstone Family Office's AET Position: Q4 2018 in Review

Pathstone Family Office sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 13,225 shares — an estimated $2.68M sold.

Pathstone Family Office first reported a position in AET in Q4 2016 and held it in 7 quarters. The position peaked at $2.68M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Pathstone Family Office reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Pathstone Family Office sold 13,225 Aetna Inc shares in Q4 2018, an estimated $2.68M.
Pathstone Family Office first reported a position in Aetna Inc in Q4 2016 and held it in 7 quarters.
Pathstone Family Office's Aetna Inc position peaked at $2.68M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Pathstone Family Office's 13F filing for Q4 2018, filed 14 Feb 2019.