SWP
AET

Strategic Wealth Partners’s Aetna Inc AET Stock Holding History

Strategic Wealth Partners’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
-51
Closed -$10K – 736
2018
Q3 		$10K Sell
51
-14
-22% -$2.74K 0.01% 482
2018
Q2 		$12K Hold
65
– – 0.01% 499
2018
Q1 		$11K Buy
65
+14
+27% +$2.52K 0.01% 481
2017
Q4 		$9K Buy
+51
New +$8.76K 0.01% 555

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

Strategic Wealth Partners's AET Position: Q4 2018 in Review

Strategic Wealth Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 51 shares — an estimated $10K sold.

Strategic Wealth Partners first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Strategic Wealth Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 51 Aetna Inc shares in Q4 2018, an estimated $10K.
  • Strategic Wealth Partners first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Strategic Wealth Partners's Aetna Inc position peaked at $12K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Strategic Wealth Partners's 13F filing for Q4 2018, filed 24 Jan 2019.