SKK
AET

Shepherd Kaplan Krochuk’s Aetna Inc AET Stock Holding History

Shepherd Kaplan Krochuk’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
-1,195
Closed -$242K – 256
2018
Q3 		$242K Buy
+1,195
New +$234K 0.12% 165
2018
Q1 		– Sell
-1,262
Closed -$228K – 285
2017
Q4 		$228K Buy
+1,262
New +$217K 0.14% 177

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

Shepherd Kaplan Krochuk's AET Position: Q4 2018 in Review

Shepherd Kaplan Krochuk sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,195 shares — an estimated $242K sold.

Shepherd Kaplan Krochuk first reported a position in AET in Q4 2017 and held it in 2 quarters. The position peaked at $242K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Shepherd Kaplan Krochuk reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,195 Aetna Inc shares in Q4 2018, an estimated $242K.
  • Shepherd Kaplan Krochuk first reported a position in Aetna Inc in Q4 2017 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Aetna Inc position peaked at $242K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2018, filed 12 Feb 2019.