SFI
AET

SPC Financial Inc’s Aetna Inc AET Stock Holding History

SPC Financial Inc’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
-2,800
Closed -$568K – 144
2018
Q3 		$568K Sell
2,800
-200
-7% -$39.1K 0.11% 86
2018
Q2 		$550K Hold
3,000
– – 0.12% 86
2018
Q1 		$507K Sell
3,000
-100
-3% -$18K 0.12% 85
2017
Q4 		$559K Sell
3,100
-100
-3% -$17.2K 0.13% 80
2017
Q3 		$509K Sell
3,200
-300
-9% -$46.9K 0.13% 78
2017
Q2 		$531K Sell
3,500
-200
-5% -$28.3K 0.14% 72
2017
Q1 		$472K Sell
3,700
-200
-5% -$25.1K 0.13% 79
2016
Q4 		$484K Sell
3,900
-8
-0.2% -$958 0.15% 73
2016
Q3 		$451K Buy
3,908
+8
+0.2% +$938 0.15% 87
2016
Q2 		$476K Sell
3,900
-300
-7% -$34.4K 0.17% 81
2016
Q1 		$472K Hold
4,200
– – 0.18% 77
2015
Q4 		$454K Hold
4,200
– – 0.18% 78
2015
Q3 		$460K Sell
4,200
-200
-5% -$23.1K 0.2% 75
2015
Q2 		$561K Sell
4,400
-600
-12% -$68.5K 0.16% 76
2015
Q1 		$533K Sell
5,000
-100
-2% -$9.8K 0.15% 80
2014
Q4 		$453K Hold
5,100
– – 0.13% 77
2014
Q3 		$413K Sell
5,100
-144
-3% -$11.7K 0.12% 83
2014
Q2 		$425K Buy
5,244
+144
+3% +$10.9K 0.12% 83
2014
Q1 		$382K Hold
5,100
– – 0.12% 81
2013
Q4 		$350K Hold
5,100
– – 0.11% 88
2013
Q3 		$327K Sell
5,100
-20
-0.4% -$1.28K 0.12% 80
2013
Q2 		$325K Buy
+5,120
New +$301K 0.13% 79

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

SPC Financial Inc's AET Position: Q4 2018 in Review

SPC Financial Inc sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,800 shares — an estimated $568K sold.

SPC Financial Inc first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $568K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • SPC Financial Inc reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • SPC Financial Inc sold 2,800 Aetna Inc shares in Q4 2018, an estimated $568K.
  • SPC Financial Inc first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • SPC Financial Inc's Aetna Inc position peaked at $568K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on SPC Financial Inc's 13F filing for Q4 2018, filed 25 Jan 2019.