SEIA
AET

Signature Estate & Investment Advisors’s Aetna Inc AET Stock Holding History

Signature Estate & Investment 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
-1,023
Closed -$208K – 197
2018
Q3 		$208K Buy
1,023
+15
+1% +$2.93K 0.02% 118
2018
Q2 		$185K Sell
1,008
-5
-0.5% -$891 0.02% 133
2018
Q1 		$171K Buy
1,013
+5
+0.5% +$898 0.02% 129
2017
Q4 		$182K Buy
+1,008
New +$173K 0.02% 139
2017
Q2 		– Sell
-1,044
Closed -$133K – 193
2017
Q1 		$133K Buy
+1,044
New +$131K 0.02% 163

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 $953M AUM 24.79% 1-Year Est. Return

Signature Estate & Investment Advisors's AET Position: Q4 2018 in Review

Signature Estate & Investment Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,023 shares — an estimated $208K sold.

Signature Estate & Investment Advisors first reported a position in AET in Q1 2017 and held it in 5 quarters. The position peaked at $208K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Signature Estate & Investment Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 1,023 Aetna Inc shares in Q4 2018, an estimated $208K.
  • Signature Estate & Investment Advisors first reported a position in Aetna Inc in Q1 2017 and held it in 5 quarters.
  • Signature Estate & Investment Advisors's Aetna Inc position peaked at $208K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.