SOAMC
AET

Spirit of America Management Corp’s Aetna Inc AET Stock Holding History

Spirit of America Management Corp’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
-3,535
Closed -$717K – 249
2018
Q3 		$717K Sell
3,535
-265
-7% -$51.8K 0.09% 151
2018
Q2 		$697K Hold
3,800
– – 0.09% 156
2018
Q1 		$642K Hold
3,800
– – 0.08% 159
2017
Q4 		$685K Hold
3,800
– – 0.08% 166
2017
Q3 		$604K Hold
3,800
– – 0.06% 187
2017
Q2 		$577K Hold
3,800
– – 0.06% 190
2017
Q1 		$485K Hold
3,800
– – 0.05% 213
2016
Q4 		$471K Hold
3,800
– – 0.05% 216
2016
Q3 		$439K Hold
3,800
– – 0.06% 219
2016
Q2 		$464K Hold
3,800
– – 0.07% 199
2016
Q1 		$427K Hold
3,800
– – 0.08% 202
2015
Q4 		$411K Hold
3,800
– – 0.08% 205
2015
Q3 		$416K Hold
3,800
– – 0.09% 200
2015
Q2 		$484K Hold
3,800
– – 0.09% 198
2015
Q1 		$405K Hold
3,800
– – 0.09% 213
2014
Q4 		$338K Buy
3,800
+2,300
+153% +$193K 0.09% 228
2014
Q3 		$122K Hold
1,500
– – 0.04% 303
2014
Q2 		$122K Hold
1,500
– – 0.05% 259
2014
Q1 		$112K Buy
+1,500
New +$106K 0.05% 261

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

Spirit of America Management Corp's AET Position: Q4 2018 in Review

Spirit of America Management Corp sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,535 shares — an estimated $717K sold.

Spirit of America Management Corp first reported a position in AET in Q1 2014 and held it in 19 quarters. The position peaked at $717K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Spirit of America Management Corp reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Spirit of America Management Corp sold 3,535 Aetna Inc shares in Q4 2018, an estimated $717K.
  • Spirit of America Management Corp first reported a position in Aetna Inc in Q1 2014 and held it in 19 quarters.
  • Spirit of America Management Corp's Aetna Inc position peaked at $717K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Spirit of America Management Corp's 13F filing for Q4 2018, filed 14 Jan 2019.