SIM
AET

Sonora Investment Management’s Aetna Inc AET Stock Holding History

Sonora Investment Management’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
-115
Closed -$23K – 1335
2018
Q3 		$23K Hold
115
– – ﹤0.01% 608
2018
Q2 		$21K Hold
115
– – ﹤0.01% 593
2018
Q1 		$19.4K Hold
115
– – ﹤0.01% 592
2017
Q4 		$20.7K Sell
115
-25
-18% -$4.29K ﹤0.01% 585
2017
Q3 		$22.3K Sell
140
-55
-28% -$8.59K ﹤0.01% 510
2017
Q2 		$29.6K Buy
195
+15
+8% +$2.12K 0.01% 417
2017
Q1 		$23K Sell
180
-15
-8% -$1.88K ﹤0.01% 481
2016
Q4 		$24.2K Sell
195
-50
-20% -$5.99K 0.01% 422
2016
Q3 		$28.3K Hold
245
– – 0.01% 366
2016
Q2 		$29.9K Sell
245
-30
-11% -$3.44K 0.01% 331
2016
Q1 		$31.4K Hold
275
– – 0.01% 355
2015
Q4 		$30K Sell
275
-23
-8% -$2.49K 0.01% 311
2015
Q3 		$34K Buy
+298
New +$34.4K 0.01% 254

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

Sonora Investment Management's AET Position: Q4 2018 in Review

Sonora Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 115 shares — an estimated $23K sold.

Sonora Investment Management first reported a position in AET in Q3 2015 and held it in 13 quarters. The position peaked at $34K in Q3 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Sonora Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Sonora Investment Management sold 115 Aetna Inc shares in Q4 2018, an estimated $23K.
  • Sonora Investment Management first reported a position in Aetna Inc in Q3 2015 and held it in 13 quarters.
  • Sonora Investment Management's Aetna Inc position peaked at $34K in Q3 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sonora Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.