Sargent Bickham Lagudis’s Aetna Inc AET Stock Holding History

Sargent Bickham Lagudis’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	-67	Closed	-$14K	–	821
2018 Q3	$14K	Hold	67	–	–	﹤0.01%	560
2018 Q2	$12K	Hold	67	–	–	﹤0.01%	565
2018 Q1	$11K	Hold	67	–	–	﹤0.01%	566
2017 Q4	$12K	Hold	67	–	–	﹤0.01%	583
2017 Q3	$11K	Hold	67	–	–	﹤0.01%	603
2017 Q2	$10K	Hold	67	–	–	﹤0.01%	588
2017 Q1	$9K	Hold	67	–	–	﹤0.01%	613
2016 Q4	$8K	Hold	67	–	–	﹤0.01%	592
2016 Q3	$8	Sell	67 -50	-43%	-$5.86K	﹤0.01%	607
2016 Q2	$14K	Buy	117 +50	+75%	+$5.74K	﹤0.01%	508
2016 Q1	$8K	Buy	+67	New	+$7.17K	﹤0.01%	597

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

Sargent Bickham Lagudis's AET Position: Q4 2018 in Review

Sargent Bickham Lagudis sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 67 shares — an estimated $14K sold.

Sargent Bickham Lagudis first reported a position in AET in Q1 2016 and held it in 11 quarters. The position peaked at $14K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Sargent Bickham Lagudis reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 67 Aetna Inc shares in Q4 2018, an estimated $14K.
Sargent Bickham Lagudis first reported a position in Aetna Inc in Q1 2016 and held it in 11 quarters.
Sargent Bickham Lagudis's Aetna Inc position peaked at $14K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2018, filed 13 Sep 2021.