PWLP
AET

Prio Wealth Limited Partnership’s Aetna Inc AET Stock Holding History

Prio Wealth Limited Partnership’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
-15,340
Closed -$3.11M – 239
2018
Q3 		$3.11M Buy
15,340
+8
+0.1% +$1.56K 0.14% 102
2018
Q2 		$2.81M Buy
15,332
+2
+0% +$356 0.14% 103
2018
Q1 		$2.59M Hold
15,330
– – 0.13% 107
2017
Q4 		$2.77M Hold
15,330
– – 0.13% 107
2017
Q3 		$2.44M Hold
15,330
– – 0.12% 107
2017
Q2 		$2.33M Hold
15,330
– – 0.12% 108
2017
Q1 		$1.96M Buy
15,330
+125
+0.8% +$15.7K 0.1% 115
2016
Q4 		$1.89M Hold
15,205
– – 0.1% 120
2016
Q3 		$1.75M Hold
15,205
– – 0.09% 123
2016
Q2 		$1.86M Sell
15,205
-175
-1% -$20.1K 0.1% 115
2016
Q1 		$1.73M Sell
15,380
-120
-0.8% -$12.8K 0.09% 123
2015
Q4 		$1.68M Hold
15,500
– – 0.09% 120
2015
Q3 		$1.7M Hold
15,500
– – 0.1% 119
2015
Q2 		$1.98M Buy
15,500
+120
+0.8% +$13.7K 0.1% 117
2015
Q1 		$1.64M Buy
15,380
+400
+3% +$39.2K 0.08% 127
2014
Q4 		$1.33M Hold
14,980
– – 0.07% 133
2014
Q3 		$1.21M Sell
14,980
-1,000
-6% -$81.4K 0.06% 132
2014
Q2 		$1.29M Hold
15,980
– – 0.07% 134
2014
Q1 		$1.2M Hold
15,980
– – 0.06% 137
2013
Q4 		$1.1M Hold
15,980
– – 0.06% 144
2013
Q3 		$1.02M Hold
15,980
– – 0.06% 145
2013
Q2 		$1.01M Buy
+15,980
New +$939K 0.06% 140

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

Prio Wealth Limited Partnership's AET Position: Q4 2018 in Review

Prio Wealth Limited Partnership sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 15,340 shares — an estimated $3.11M sold.

Prio Wealth Limited Partnership first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $3.11M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Prio Wealth Limited Partnership reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 15,340 Aetna Inc shares in Q4 2018, an estimated $3.11M.
  • Prio Wealth Limited Partnership first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Prio Wealth Limited Partnership's Aetna Inc position peaked at $3.11M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Prio Wealth Limited Partnership's 13F filing for Q4 2018, filed 6 Feb 2019.