R.H. Bluestein & Co’s Aetna Inc AET Stock Holding History

R.H. Bluestein & Co’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	-1,300	Closed	-$264K	–	329
2018 Q3	$264K	Hold	1,300	–	–	0.01%	277
2018 Q2	$239K	Hold	1,300	–	–	0.01%	277
2018 Q1	$220K	Hold	1,300	–	–	0.01%	303
2017 Q4	$235K	Hold	1,300	–	–	0.01%	285
2017 Q3	$207K	Buy	+1,300	New	+$203K	0.01%	304
2014 Q1	–	Sell	-5,000	Closed	-$343K	–	399
2013 Q4	$343K	Hold	5,000	–	–	0.02%	247
2013 Q3	$320K	Buy	+5,000	New	+$321K	0.02%	245

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

R.H. Bluestein & Co's AET Position: Q4 2018 in Review

R.H. Bluestein & Co sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,300 shares — an estimated $264K sold.

R.H. Bluestein & Co first reported a position in AET in Q3 2013 and held it in 7 quarters. The position peaked at $343K in Q4 2013. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

R.H. Bluestein & Co reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
R.H. Bluestein & Co sold 1,300 Aetna Inc shares in Q4 2018, an estimated $264K.
R.H. Bluestein & Co first reported a position in Aetna Inc in Q3 2013 and held it in 7 quarters.
R.H. Bluestein & Co's Aetna Inc position peaked at $343K in Q4 2013.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on R.H. Bluestein & Co's 13F filing for Q4 2018, filed 13 Feb 2019.