PFGIA
AET

Patriot Financial Group Insurance Agency’s Aetna Inc AET Stock Holding History

Patriot Financial Group Insurance Agency’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
-3,236
Closed -$657K – 1175
2018
Q3 		$657K Buy
3,236
+2,236
+224% +$437K 0.39% 36
2018
Q2 		$184K Sell
1,000
-1,141
-53% -$203K 0.2% 83
2018
Q1 		$360K Buy
2,141
+125
+6% +$22.5K 0.27% 81
2017
Q4 		$367K Buy
2,016
+1,840
+1,045% +$316K 0.27% 77
2017
Q3 		$28K Hold
176
– – 0.03% 350
2017
Q2 		$27K Hold
176
– – 0.03% 338
2017
Q1 		$22K Sell
176
-28
-14% -$3.52K 0.02% 343
2016
Q4 		$25K Buy
+204
New +$24.4K 0.03% 314

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 $953M AUM 24.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AET Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,236 shares — an estimated $657K sold.

Patriot Financial Group Insurance Agency first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $657K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,236 Aetna Inc shares in Q4 2018, an estimated $657K.
  • Patriot Financial Group Insurance Agency first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Aetna Inc position peaked at $657K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.