Sowell Financial Services’s Aetna Inc AET Stock Holding History

Sowell Financial Services’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	-1,892	Closed	-$384K	–	560
2018 Q3	$384K	Buy	1,892 +1	+0.1%	+$195	0.06%	239
2018 Q2	$368K	Buy	1,891 +18	+1%	+$3.21K	0.08%	205
2018 Q1	$331K	Sell	1,873 -115	-6%	-$20.7K	0.08%	204
2017 Q4	$369K	Buy	1,988 +5	+0.3%	+$859	0.09%	188
2017 Q3	$341K	Buy	1,983 +221	+13%	+$34.5K	0.09%	182
2017 Q2	$275K	Buy	+1,762	New	+$249K	0.08%	201
2017 Q1	–	Sell	-80	Closed	-$10K	–	631
2016 Q4	$10K	Buy	+80	New	+$9.58K	﹤0.01%	485

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Sowell Financial Services's AET Position: Q4 2018 in Review

Sowell Financial Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,892 shares — an estimated $384K sold.

Sowell Financial Services first reported a position in AET in Q4 2016 and held it in 7 quarters. The position peaked at $384K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Sowell Financial Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Sowell Financial Services sold 1,892 Aetna Inc shares in Q4 2018, an estimated $384K.
Sowell Financial Services first reported a position in Aetna Inc in Q4 2016 and held it in 7 quarters.
Sowell Financial Services's Aetna Inc position peaked at $384K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sowell Financial Services's 13F filing for Q4 2018, filed 5 Mar 2019.