PA
AET

Probity Advisors’s Aetna Inc AET Stock Holding History

Probity 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
-8,731
Closed -$1.77M – 166
2018
Q3 		$1.77M Sell
8,731
-386
-4% -$75.4K 0.58% 42
2018
Q2 		$1.67M Sell
9,117
-1
-0% -$178 0.59% 40
2018
Q1 		$1.54M Sell
9,118
-185
-2% -$33.2K 0.53% 43
2017
Q4 		$1.68M Sell
9,303
-886
-9% -$152K 0.59% 37
2017
Q3 		$1.62M Sell
10,189
-330
-3% -$51.6K 0.6% 36
2017
Q2 		$1.6M Sell
10,519
-179
-2% -$25.3K 0.6% 36
2017
Q1 		$1.36M Sell
10,698
-364
-3% -$45.7K 0.53% 39
2016
Q4 		$1.37M Sell
11,062
-201
-2% -$24.1K 0.58% 39
2016
Q3 		$1.3M Sell
11,263
-271
-2% -$31.8K 0.56% 38
2016
Q2 		$1.41M Buy
+11,534
New +$1.32M 0.63% 33

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

Probity Advisors's AET Position: Q4 2018 in Review

Probity Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8,731 shares — an estimated $1.77M sold.

Probity Advisors first reported a position in AET in Q2 2016 and held it in 10 quarters. The position peaked at $1.77M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Probity Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Probity Advisors sold 8,731 Aetna Inc shares in Q4 2018, an estimated $1.77M.
  • Probity Advisors first reported a position in Aetna Inc in Q2 2016 and held it in 10 quarters.
  • Probity Advisors's Aetna Inc position peaked at $1.77M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Probity Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.