SWM
AET

SeaCrest Wealth Management’s Aetna Inc AET Stock Holding History

SeaCrest Wealth Management’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
-3,960
Closed -$803K – 2406
2018
Q3 		$803K Sell
3,960
-99
-2% -$19.3K 0.14% 154
2018
Q2 		$745K Buy
4,059
+111
+3% +$19.8K 0.13% 156
2018
Q1 		$667K Buy
3,948
+40
+1% +$7.19K 0.12% 173
2017
Q4 		$705K Buy
+3,908
New +$671K 0.13% 159

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

SeaCrest Wealth Management's AET Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,960 shares — an estimated $803K sold.

SeaCrest Wealth Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $803K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,960 Aetna Inc shares in Q4 2018, an estimated $803K.
  • SeaCrest Wealth Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's Aetna Inc position peaked at $803K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.