SPIA
AET

Steward Partners Investment Advisory’s Aetna Inc AET Stock Holding History

Steward Partners Investment Advisory’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
-4,199
Closed -$852K – 2566
2018
Q3 		$852K Buy
4,199
+95
+2% +$18.6K 0.04% 386
2018
Q2 		$753K Buy
4,104
+1,421
+53% +$253K 0.05% 360
2018
Q1 		$453K Buy
2,683
+427
+19% +$76.7K 0.03% 444
2017
Q4 		$406K Buy
2,256
+213
+10% +$36.6K 0.03% 404
2017
Q3 		$324K Buy
2,043
+1,524
+294% +$238K 0.03% 366
2017
Q2 		$78K Buy
519
+2
+0.4% +$283 0.01% 539
2017
Q1 		$65K Buy
517
+276
+115% +$34.7K 0.01% 498
2016
Q4 		$29K Buy
+241
New +$28.9K 0.01% 406

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

Steward Partners Investment Advisory's AET Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 4,199 shares — an estimated $852K sold.

Steward Partners Investment Advisory first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $852K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,199 Aetna Inc shares in Q4 2018, an estimated $852K.
  • Steward Partners Investment Advisory first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Aetna Inc position peaked at $852K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.