PMFA
AET

Plante Moran Financial Advisors’s Aetna Inc AET Stock Holding History

Plante Moran Financial 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
-377
Closed -$76K – 1005
2018
Q3 		$76K Hold
377
– – 0.02% 243
2018
Q2 		$69K Sell
377
-110
-23% -$19.6K 0.04% 271
2018
Q1 		$82K Sell
487
-108
-18% -$19.4K 0.04% 265
2017
Q4 		$107K Sell
595
-4
-0.7% -$687 0.06% 210
2017
Q3 		$95K Sell
599
-1
-0.2% -$156 0.06% 211
2017
Q2 		$91K Buy
600
+100
+20% +$14.1K 0.06% 213
2017
Q1 		$64K Buy
500
+6
+1% +$753 0.04% 278
2016
Q4 		$61K Sell
494
-1,268
-72% -$152K 0.04% 294
2016
Q3 		$203K Buy
1,762
+656
+59% +$76.9K 0.14% 119
2016
Q2 		$135K Buy
1,106
+28
+3% +$3.21K 0.1% 152
2016
Q1 		$121K Sell
1,078
-49
-4% -$5.24K 0.09% 154
2015
Q4 		$122K Buy
1,127
+156
+16% +$16.9K 0.09% 160
2015
Q3 		$106K Buy
971
+218
+29% +$25.2K 0.08% 168
2015
Q2 		$96K Buy
753
+513
+214% +$58.6K 0.07% 203
2015
Q1 		$26K Buy
240
+123
+105% +$12K 0.02% 380
2014
Q4 		$10K Hold
117
– – 0.01% 542
2014
Q3 		$9K Hold
117
– – 0.01% 575
2014
Q2 		$9K Buy
+117
New +$8.86K 0.01% 573
2014
Q1 		– Sell
-400
Closed -$27K – 730
2013
Q4 		$27K Sell
400
-400
-50% -$26.1K 0.02% 313
2013
Q3 		$51K Hold
800
– – 0.03% 192
2013
Q2 		$51K Buy
+800
New +$47K 0.04% 167

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

Plante Moran Financial Advisors's AET Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 377 shares — an estimated $76K sold.

Plante Moran Financial Advisors first reported a position in AET in Q2 2013 and held it in 21 quarters. The position peaked at $203K in Q3 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Plante Moran Financial Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 377 Aetna Inc shares in Q4 2018, an estimated $76K.
  • Plante Moran Financial Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 21 quarters.
  • Plante Moran Financial Advisors's Aetna Inc position peaked at $203K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.