PFC
AET

Phocas Financial Corp’s Aetna Inc AET Stock Holding History

Phocas Financial Corp’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
-1,200
Closed -$243K – 369
2018
Q3 		$243K Hold
1,200
– – 0.02% 209
2018
Q2 		$220K Hold
1,200
– – 0.02% 215
2018
Q1 		$203K Hold
1,200
– – 0.02% 212
2017
Q4 		$216K Buy
+1,200
New +$206K 0.02% 204

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

Phocas Financial Corp's AET Position: Q4 2018 in Review

Phocas Financial Corp sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,200 shares — an estimated $243K sold.

Phocas Financial Corp first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $243K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Phocas Financial Corp reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Phocas Financial Corp sold 1,200 Aetna Inc shares in Q4 2018, an estimated $243K.
  • Phocas Financial Corp first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Phocas Financial Corp's Aetna Inc position peaked at $243K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Phocas Financial Corp's 13F filing for Q4 2018, filed 15 Feb 2019.