Pflug Koory’s Aetna Inc AET Stock Holding History

Pflug Koory’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	-150	Closed	-$30K	–	434
2018 Q3	$30K	Hold	150	–	–	0.02%	249
2018 Q2	$28K	Hold	150	–	–	0.02%	255
2018 Q1	$25K	Hold	150	–	–	0.02%	259
2017 Q4	$27K	Hold	150	–	–	0.02%	250
2017 Q3	$24K	Hold	150	–	–	0.02%	264
2017 Q2	$23K	Hold	150	–	–	0.02%	270
2017 Q1	$19K	Hold	150	–	–	0.02%	281
2016 Q4	$19	Buy	+150	New	+$18K	0.02%	267

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

Pflug Koory's AET Position: Q4 2018 in Review

Pflug Koory sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 150 shares — an estimated $30K sold.

Pflug Koory first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $30K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Pflug Koory reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Pflug Koory sold 150 Aetna Inc shares in Q4 2018, an estimated $30K.
Pflug Koory first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
Pflug Koory's Aetna Inc position peaked at $30K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Pflug Koory's 13F filing for Q4 2018, filed 24 Jan 2019.