SFSIG
AET

San Francisco Sentry Investment Group’s Aetna Inc AET Stock Holding History

San Francisco Sentry Investment Group’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
-2,391
Closed -$485K – 1124
2018
Q3 		$485K Buy
2,391
+28
+1% +$5.47K 0.18% 115
2018
Q2 		$433K Sell
2,363
-246
-9% -$43.8K 0.18% 115
2018
Q1 		$441K Sell
2,609
-140
-5% -$25.2K 0.13% 164
2017
Q4 		$496K Sell
2,749
-25
-0.9% -$4.29K 0.15% 140
2017
Q3 		$441K Buy
2,774
+484
+21% +$75.6K 0.15% 155
2017
Q2 		$347K Buy
2,290
+216
+10% +$30.5K 0.12% 161
2017
Q1 		$265K Hold
2,074
– – 0.15% 155
2016
Q4 		$257K Buy
+2,074
New +$248K 0.15% 145
2014
Q1 		– Sell
-225
Closed -$15K – 683
2013
Q4 		$15K Hold
225
– – 0.01% 454
2013
Q3 		$14K Buy
+225
New +$14.4K 0.01% 440

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 $953M AUM 24.79% 1-Year Est. Return

San Francisco Sentry Investment Group's AET Position: Q4 2018 in Review

San Francisco Sentry Investment Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,391 shares — an estimated $485K sold.

San Francisco Sentry Investment Group first reported a position in AET in Q3 2013 and held it in 10 quarters. The position peaked at $496K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • San Francisco Sentry Investment Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 2,391 Aetna Inc shares in Q4 2018, an estimated $485K.
  • San Francisco Sentry Investment Group first reported a position in Aetna Inc in Q3 2013 and held it in 10 quarters.
  • San Francisco Sentry Investment Group's Aetna Inc position peaked at $496K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2018, filed 30 Jan 2019.