SIAP
AET

Sterling Investment Advisors (Pennsylvania)’s Aetna Inc AET Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-10,351
Closed -$2.1M – 453
2018
Q3 		$2.1M Sell
10,351
-9
-0.1% -$1.76K 1.1% 23
2018
Q2 		$1.9M Sell
10,360
-1,400
-12% -$250K 1.12% 21
2018
Q1 		$1.99M Sell
11,760
-100
-0.8% -$18K 1.22% 22
2017
Q4 		$2.14M Sell
11,860
-600
-5% -$103K 1.33% 20
2017
Q3 		$1.98M Sell
12,460
-1,189
-9% -$186K 1.31% 19
2017
Q2 		$2.07M Sell
13,649
-61
-0.4% -$8.62K 1.38% 18
2017
Q1 		$1.75M Sell
13,710
-400
-3% -$50.2K 1.26% 22
2016
Q4 		$1.75M Buy
+14,110
New +$1.69M 1.4% 20

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

Sterling Investment Advisors (Pennsylvania)'s AET Position: Q4 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 10,351 shares — an estimated $2.1M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $2.14M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 10,351 Aetna Inc shares in Q4 2018, an estimated $2.1M.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Aetna Inc position peaked at $2.14M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2018, filed 18 Jan 2019.