SWM
AET

Segment Wealth Management’s Aetna Inc AET Stock Holding History

Segment 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
-2,056
Closed -$418K – 229
2018
Q3 		$418K Sell
2,056
-1
-0% -$195 0.09% 140
2018
Q2 		$377K Sell
2,057
-7
-0.3% -$1.25K 0.09% 143
2018
Q1 		$349K Hold
2,064
– – 0.09% 142
2017
Q4 		$372K Sell
2,064
-5
-0.2% -$859 0.09% 144
2017
Q3 		$329K Sell
2,069
-9
-0.4% -$1.41K 0.09% 145
2017
Q2 		$316K Buy
2,078
+143
+7% +$20.2K 0.09% 152
2017
Q1 		$247K Buy
1,935
+116
+6% +$14.6K 0.08% 157
2016
Q4 		$226K Sell
1,819
-90
-5% -$10.8K 0.08% 151
2016
Q3 		$220K Hold
1,909
– – 0.09% 145
2016
Q2 		$233K Hold
1,909
– – 0.1% 130
2016
Q1 		$214K Sell
1,909
-100
-5% -$10.7K 0.08% 138
2015
Q4 		$217K Sell
2,009
-266
-12% -$28.8K 0.08% 141
2015
Q3 		$249K Buy
2,275
+81
+4% +$9.36K 0.1% 138
2015
Q2 		$280K Sell
2,194
-185
-8% -$21.1K 0.1% 139
2015
Q1 		$253K Buy
+2,379
New +$233K 0.08% 150

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

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

Segment Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,056 shares — an estimated $418K sold.

Segment Wealth Management first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $418K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Segment Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Segment Wealth Management sold 2,056 Aetna Inc shares in Q4 2018, an estimated $418K.
  • Segment Wealth Management first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • Segment Wealth Management's Aetna Inc position peaked at $418K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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