SWMG
AET

Signature Wealth Management Group’s Aetna Inc AET Stock Holding History

Signature Wealth Management 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
-47
Closed -$9K – 332
2018
Q3 		$9K Hold
47
– – 0.01% 202
2018
Q2 		$9K Hold
47
– – 0.01% 202
2018
Q1 		$8K Hold
47
– – 0.01% 207
2017
Q4 		$8K Buy
+47
New +$8.07K 0.01% 217

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

Signature Wealth Management Group's AET Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 47 shares — an estimated $9K sold.

Signature Wealth Management Group first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 47 Aetna Inc shares in Q4 2018, an estimated $9K.
  • Signature Wealth Management Group first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Aetna Inc position peaked at $9K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.