Stableford Capital II’s Aetna Inc AET Stock Holding History

Stableford Capital II’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	-8,467	Closed	-$1.72M	–	109
2018 Q3	$1.72M	Sell	8,467 -26	-0.3%	-$5.08K	1.13%	26
2018 Q2	$1.56M	Sell	8,493 -54	-0.6%	-$9.63K	1.01%	28
2018 Q1	$1.44M	Sell	8,547 -21	-0.2%	-$3.77K	1.02%	29
2017 Q4	$1.55M	Buy	8,568 +480	+6%	+$82.5K	1.04%	29
2017 Q3	$1.29M	Buy	8,088 +271	+3%	+$42.3K	0.93%	32
2017 Q2	$1.19M	Sell	7,817 -117	-1%	-$16.5K	0.95%	28
2017 Q1	$1.01M	Buy	7,934 +572	+8%	+$71.8K	0.88%	33
2016 Q4	$913K	Buy	+7,362	New	+$881K	1.17%	27

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

Stableford Capital II's AET Position: Q4 2018 in Review

Stableford Capital II sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8,467 shares — an estimated $1.72M sold.

Stableford Capital II first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $1.72M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Stableford Capital II reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Stableford Capital II sold 8,467 Aetna Inc shares in Q4 2018, an estimated $1.72M.
Stableford Capital II first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
Stableford Capital II's Aetna Inc position peaked at $1.72M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Stableford Capital II's 13F filing for Q4 2018, filed 12 Feb 2021.