SMFS
AET

Squar Milner Financial Services’s Aetna Inc AET Stock Holding History

Squar Milner 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
-1,301
Closed -$264K – 801
2018
Q3 		$264K Sell
1,301
-149
-10% -$29.1K 0.24% 111
2018
Q2 		$266K Sell
1,450
-15
-1% -$2.67K 0.23% 116
2018
Q1 		$248K Hold
1,465
– – 0.31% 116
2017
Q4 		$284K Buy
+1,465
New +$252K 0.34% 103

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

Squar Milner Financial Services's AET Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,301 shares — an estimated $264K sold.

Squar Milner Financial Services first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $284K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,301 Aetna Inc shares in Q4 2018, an estimated $264K.
  • Squar Milner Financial Services first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Squar Milner Financial Services's Aetna Inc position peaked at $284K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.