SPC
AET

Sigma Planning Corp’s Aetna Inc AET Stock Holding History

Sigma Planning Corp’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
-2,496
Closed -$507K – 1020
2018
Q3 		$507K Buy
2,496
+1
+0% +$195 0.03% 482
2018
Q2 		$458K Buy
2,495
+135
+6% +$24.1K 0.03% 482
2018
Q1 		$399K Buy
2,360
+120
+5% +$21.6K 0.03% 507
2017
Q4 		$404K Sell
2,240
-513
-19% -$88.1K 0.03% 500
2017
Q3 		$438K Buy
2,753
+51
+2% +$7.97K 0.04% 472
2017
Q2 		$410K Buy
2,702
+69
+3% +$9.75K 0.04% 470
2017
Q1 		$336K Sell
2,633
-219
-8% -$27.5K 0.03% 532
2016
Q4 		$354K Buy
2,852
+4
+0.1% +$479 0.04% 477
2016
Q3 		$329K Buy
2,848
+66
+2% +$7.74K 0.04% 481
2016
Q2 		$340K Sell
2,782
-422
-13% -$48.5K 0.04% 445
2016
Q1 		$360K Sell
3,204
-660
-17% -$70.6K 0.05% 395
2015
Q4 		$418K Sell
3,864
-70
-2% -$7.57K 0.06% 367
2015
Q3 		$431K Buy
3,934
+269
+7% +$31.1K 0.07% 339
2015
Q2 		$467K Sell
3,665
-198
-5% -$22.6K 0.06% 350
2015
Q1 		$412K Buy
3,863
+701
+22% +$68.7K 0.05% 402
2014
Q4 		$281K Buy
+3,162
New +$265K 0.04% 524

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

Sigma Planning Corp's AET Position: Q4 2018 in Review

Sigma Planning Corp sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,496 shares — an estimated $507K sold.

Sigma Planning Corp first reported a position in AET in Q4 2014 and held it in 16 quarters. The position peaked at $507K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Sigma Planning Corp reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 2,496 Aetna Inc shares in Q4 2018, an estimated $507K.
  • Sigma Planning Corp first reported a position in Aetna Inc in Q4 2014 and held it in 16 quarters.
  • Sigma Planning Corp's Aetna Inc position peaked at $507K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sigma Planning Corp's 13F filing for Q4 2018, filed 31 Jan 2019.