PVWM
AET

Point View Wealth Management’s Aetna Inc AET Stock Holding History

Point View Wealth Management’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
-4,935
Closed -$1M – 273
2018
Q3 		$1M Sell
4,935
-100
-2% -$19.5K 0.45% 72
2018
Q2 		$924K Sell
5,035
-407
-7% -$72.5K 0.43% 76
2018
Q1 		$920K Sell
5,442
-21
-0.4% -$3.77K 0.44% 74
2017
Q4 		$985K Sell
5,463
-106
-2% -$18.2K 0.47% 74
2017
Q3 		$886K Sell
5,569
-355
-6% -$55.5K 0.43% 83
2017
Q2 		$899K Sell
5,924
-73
-1% -$10.3K 0.44% 78
2017
Q1 		$765K Buy
5,997
+490
+9% +$61.5K 0.39% 91
2016
Q4 		$683K Sell
5,507
-180
-3% -$21.6K 0.39% 90
2016
Q3 		$657K Sell
5,687
-34
-0.6% -$3.98K 0.39% 94
2016
Q2 		$699K Sell
5,721
-67
-1% -$7.69K 0.42% 83
2016
Q1 		$650K Sell
5,788
-144
-2% -$15.4K 0.42% 85
2015
Q4 		$641K Sell
5,932
-43
-0.7% -$4.65K 0.46% 81
2015
Q3 		$654K Sell
5,975
-568
-9% -$65.6K 0.52% 72
2015
Q2 		$834K Sell
6,543
-646
-9% -$73.8K 0.65% 53
2015
Q1 		$766K Buy
7,189
+126
+2% +$12.3K 0.59% 61
2014
Q4 		$627K Buy
7,063
+823
+13% +$69.1K 0.47% 71
2014
Q3 		$505K Buy
6,240
+403
+7% +$32.8K 0.43% 85
2014
Q2 		$473K Buy
5,837
+528
+10% +$40K 0.41% 91
2014
Q1 		$398K Buy
5,309
+753
+17% +$53.3K 0.36% 96
2013
Q4 		$312K Buy
+4,556
New +$297K 0.3% 117

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

Point View Wealth Management's AET Position: Q4 2018 in Review

Point View Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 4,935 shares — an estimated $1M sold.

Point View Wealth Management first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $1M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Point View Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Point View Wealth Management sold 4,935 Aetna Inc shares in Q4 2018, an estimated $1M.
  • Point View Wealth Management first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
  • Point View Wealth Management's Aetna Inc position peaked at $1M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Point View Wealth Management's 13F filing for Q4 2018, filed 7 Feb 2019.