SWP
AET

Stratos Wealth Partners’s Aetna Inc AET Stock Holding History

Stratos 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
-5,719
Closed -$1.16M – 2977
2018
Q3 		$1.16M Sell
5,719
-787
-12% -$154K 0.05% 302
2018
Q2 		$1.19M Sell
6,506
-543
-8% -$96.8K 0.05% 322
2018
Q1 		$1.19M Sell
7,049
-133
-2% -$23.9K 0.05% 329
2017
Q4 		$1.3M Buy
7,182
+492
+7% +$84.5K 0.06% 297
2017
Q3 		$1.06M Sell
6,690
-3,881
-37% -$606K 0.05% 324
2017
Q2 		$1.6M Buy
10,571
+929
+10% +$131K 0.08% 225
2017
Q1 		$1.23M Buy
9,642
+2,843
+42% +$357K 0.07% 246
2016
Q4 		$843K Sell
6,799
-473
-7% -$56.6K 0.05% 295
2016
Q3 		$840K Buy
7,272
+1,593
+28% +$187K 0.06% 266
2016
Q2 		$694K Buy
5,679
+1,350
+31% +$155K 0.05% 276
2016
Q1 		$486K Buy
4,329
+247
+6% +$26.4K 0.04% 299
2015
Q4 		$441K Buy
4,082
+331
+9% +$35.8K 0.04% 336
2015
Q3 		$410K Buy
3,751
+291
+8% +$33.6K 0.05% 298
2015
Q2 		$441K Sell
3,460
-324
-9% -$37K 0.06% 278
2015
Q1 		$403K Sell
3,784
-533
-12% -$52.2K 0.05% 351
2014
Q4 		$383K Buy
4,317
+338
+8% +$28.4K 0.07% 299
2014
Q3 		$322K Buy
3,979
+2
+0.1% +$163 0.08% 219
2014
Q2 		$322K Buy
+3,977
New +$301K 0.11% 217

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

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

Stratos Wealth Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,719 shares — an estimated $1.16M sold.

Stratos Wealth Partners first reported a position in AET in Q2 2014 and held it in 18 quarters. The position peaked at $1.6M in Q2 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,719 Aetna Inc shares in Q4 2018, an estimated $1.16M.
  • Stratos Wealth Partners first reported a position in Aetna Inc in Q2 2014 and held it in 18 quarters.
  • Stratos Wealth Partners's Aetna Inc position peaked at $1.6M in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.