SDWMA
AET

Schneider Downs Wealth Management Advisors’s Aetna Inc AET Stock Holding History

Schneider Downs Wealth Management 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
-1,470
Closed -$298K – 73
2018
Q3 		$298K Hold
1,470
– – 0.19% 41
2018
Q2 		$270K Sell
1,470
-223
-13% -$39.7K 0.18% 42
2018
Q1 		$286K Sell
1,693
-12,371
-88% -$2.22M 0.16% 41
2017
Q4 		$2.54M Sell
14,064
-25
-0.2% -$4.29K 1.47% 8
2017
Q3 		$2.24M Hold
14,089
– – 1.44% 8
2017
Q2 		$2.14M Hold
14,089
– – 1.4% 10
2017
Q1 		$1.8M Buy
+14,089
New +$1.77M 1.23% 11

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

Schneider Downs Wealth Management Advisors's AET Position: Q4 2018 in Review

Schneider Downs Wealth Management Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,470 shares — an estimated $298K sold.

Schneider Downs Wealth Management Advisors first reported a position in AET in Q1 2017 and held it in 7 quarters. The position peaked at $2.54M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Schneider Downs Wealth Management Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 1,470 Aetna Inc shares in Q4 2018, an estimated $298K.
  • Schneider Downs Wealth Management Advisors first reported a position in Aetna Inc in Q1 2017 and held it in 7 quarters.
  • Schneider Downs Wealth Management Advisors's Aetna Inc position peaked at $2.54M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.