RWA
AET

River Wealth Advisors’s Aetna Inc AET Stock Holding History

River Wealth 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
-5,911
Closed -$1.2M – 608
2018
Q3 		$1.2M Sell
5,911
-539
-8% -$105K 0.44% 77
2018
Q2 		$1.18M Sell
6,450
-544
-8% -$97K 0.46% 74
2018
Q1 		$1.18M Sell
6,994
-24
-0.3% -$4.31K 0.5% 73
2017
Q4 		$1.27M Sell
7,018
-19
-0.3% -$3.27K 0.53% 71
2017
Q3 		$1.12M Buy
7,037
+315
+5% +$49.2K 0.51% 75
2017
Q2 		$1.02M Buy
6,722
+532
+9% +$75.2K 0.48% 77
2017
Q1 		$790K Buy
6,190
+975
+19% +$122K 0.38% 89
2016
Q4 		$647K Buy
5,215
+71
+1% +$8.5K 0.33% 95
2016
Q3 		$594K Sell
5,144
-50
-1% -$5.86K 0.33% 96
2016
Q2 		$634K Buy
5,194
+100
+2% +$11.5K 0.36% 90
2016
Q1 		$572K Sell
5,094
-139
-3% -$14.9K 0.34% 95
2015
Q4 		$566K Sell
5,233
-265
-5% -$28.6K 0.36% 91
2015
Q3 		$602K Buy
5,498
+591
+12% +$68.3K 0.41% 82
2015
Q2 		$625K Sell
4,907
-139
-3% -$15.9K 0.4% 85
2015
Q1 		$538K Buy
+5,046
New +$494K 0.33% 98

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

River Wealth Advisors's AET Position: Q4 2018 in Review

River Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,911 shares — an estimated $1.2M sold.

River Wealth Advisors first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $1.27M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • River Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • River Wealth Advisors sold 5,911 Aetna Inc shares in Q4 2018, an estimated $1.2M.
  • River Wealth Advisors first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • River Wealth Advisors's Aetna Inc position peaked at $1.27M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.