PCP
AET

Proficio Capital Partners’s Aetna Inc AET Stock Holding History

Proficio Capital Partners’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
-394
Closed -$80K – 1323
2018
Q3 		$80K Buy
394
+6
+2% +$1.17K 0.03% 244
2018
Q2 		$71K Buy
388
+20
+5% +$3.56K 0.03% 269
2018
Q1 		$62K Sell
368
-19
-5% -$3.41K 0.02% 292
2017
Q4 		$70K Sell
387
-1
-0.3% -$172 0.02% 279
2017
Q3 		$62K Hold
388
– – 0.03% 335
2017
Q2 		$60K Buy
388
+134
+53% +$18.9K 0.02% 344
2017
Q1 		$37K Buy
254
+116
+84% +$14.6K 0.02% 459
2016
Q4 		$17K Buy
138
+23
+20% +$2.75K 0.01% 501
2016
Q3 		$13K Buy
115
+13
+13% +$1.52K 0.01% 533
2016
Q2 		$12K Buy
102
+33
+48% +$3.79K 0.01% 531
2016
Q1 		$8K Buy
69
+2
+3% +$214 0.01% 444
2015
Q4 		$7K Buy
+67
New +$7.24K 0.01% 354

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

Proficio Capital Partners's AET Position: Q4 2018 in Review

Proficio Capital Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 394 shares — an estimated $80K sold.

Proficio Capital Partners first reported a position in AET in Q4 2015 and held it in 12 quarters. The position peaked at $80K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Proficio Capital Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Proficio Capital Partners sold 394 Aetna Inc shares in Q4 2018, an estimated $80K.
  • Proficio Capital Partners first reported a position in Aetna Inc in Q4 2015 and held it in 12 quarters.
  • Proficio Capital Partners's Aetna Inc position peaked at $80K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Proficio Capital Partners's 13F filing for Q4 2018, filed 8 Feb 2019.