Sullivan, Bruyette, Speros & Blaney’s Aetna Inc AET Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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	-1,961	Closed	-$398K	–	214
2018 Q3	$398K	Sell	1,961 -126	-6%	-$24.6K	0.04%	113
2018 Q2	$383K	Hold	2,087	–	–	0.04%	113
2018 Q1	$353K	Hold	2,087	–	–	0.03%	118
2017 Q4	$376K	Sell	2,087 -256	-11%	-$44K	0.04%	114
2017 Q3	$373K	Buy	2,343 +1	+0%	+$156	0.04%	109
2017 Q2	$356K	Buy	2,342 +1	+0%	+$141	0.04%	109
2017 Q1	$299K	Hold	2,341	–	–	0.03%	115
2016 Q4	$290K	Sell	2,341 -166	-7%	-$19.9K	0.03%	116
2016 Q3	$289K	Sell	2,507 -28	-1%	-$3.28K	0.03%	114
2016 Q2	$310K	Buy	+2,535	New	+$291K	0.03%	106

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

Sullivan, Bruyette, Speros & Blaney's AET Position: Q4 2018 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,961 shares — an estimated $398K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in AET in Q2 2016 and held it in 10 quarters. The position peaked at $398K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Sullivan, Bruyette, Speros & Blaney reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Sullivan, Bruyette, Speros & Blaney sold 1,961 Aetna Inc shares in Q4 2018, an estimated $398K.
Sullivan, Bruyette, Speros & Blaney first reported a position in Aetna Inc in Q2 2016 and held it in 10 quarters.
Sullivan, Bruyette, Speros & Blaney's Aetna Inc position peaked at $398K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q4 2018, filed 7 Feb 2019.