SevenBridge Financial Group’s Aetna Inc AET Stock Holding History

SevenBridge Financial Group’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	-25	Closed	-$5K	–	626
2018 Q3	$5K	Hold	25	–	–	﹤0.01%	496
2018 Q2	$5K	Hold	25	–	–	﹤0.01%	503
2018 Q1	$4K	Hold	25	–	–	﹤0.01%	531
2017 Q4	$5K	Hold	25	–	–	﹤0.01%	524
2017 Q3	$4K	Hold	25	–	–	﹤0.01%	544
2017 Q2	$4K	Hold	25	–	–	﹤0.01%	561
2017 Q1	$3K	Sell	25 -25	-50%	-$3.14K	﹤0.01%	572
2016 Q4	$5K	Hold	50	–	–	﹤0.01%	527
2016 Q3	$5K	Hold	50	–	–	﹤0.01%	516
2016 Q2	$6K	Buy	+50	New	+$5.74K	﹤0.01%	575

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

SevenBridge Financial Group's AET Position: Q4 2018 in Review

SevenBridge Financial Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 25 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in AET in Q2 2016 and held it in 10 quarters. The position peaked at $6K in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

SevenBridge Financial Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
SevenBridge Financial Group sold 25 Aetna Inc shares in Q4 2018, an estimated $5K.
SevenBridge Financial Group first reported a position in Aetna Inc in Q2 2016 and held it in 10 quarters.
SevenBridge Financial Group's Aetna Inc position peaked at $6K in Q2 2016.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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