STA
AET

Summit Trail Advisors’s Aetna Inc AET Stock Holding History

Summit Trail Advisors’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
-24,328
Closed -$4.93M – 279
2018
Q3 		$4.93M Buy
24,328
+13,403
+123% +$2.62M 1.09% 18
2018
Q2 		$2M Sell
10,925
-9,083
-45% -$1.62M 0.7% 21
2018
Q1 		$1.62M Buy
20,008
+17,116
+592% +$3.08M 0.27% 77
2017
Q4 		$542K Buy
+2,892
New +$497K 0.07% 220

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

Summit Trail Advisors's AET Position: Q4 2018 in Review

Summit Trail Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 24,328 shares — an estimated $4.93M sold.

Summit Trail Advisors first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $4.93M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Summit Trail Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 24,328 Aetna Inc shares in Q4 2018, an estimated $4.93M.
  • Summit Trail Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Summit Trail Advisors's Aetna Inc position peaked at $4.93M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.