SFA
AET

Sequoia Financial Advisors’s Aetna Inc AET Stock Holding History

Sequoia Financial 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
-14,747
Closed -$2.99M – 339
2018
Q3 		$2.99M Buy
14,747
+281
+2% +$54.9K 0.3% 60
2018
Q2 		$2.65M Buy
14,466
+622
+4% +$111K 0.28% 63
2018
Q1 		$2.34M Buy
13,844
+1,122
+9% +$202K 0.25% 71
2017
Q4 		$2.29M Buy
+12,722
New +$2.19M 0.24% 71

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

Sequoia Financial Advisors's AET Position: Q4 2018 in Review

Sequoia Financial Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 14,747 shares — an estimated $2.99M sold.

Sequoia Financial Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $2.99M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Sequoia Financial Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Sequoia Financial Advisors sold 14,747 Aetna Inc shares in Q4 2018, an estimated $2.99M.
  • Sequoia Financial Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Sequoia Financial Advisors's Aetna Inc position peaked at $2.99M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sequoia Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.