Summit Trail Advisors’s Aetna Inc AET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-24,328
Closed -$4.94M 278
2018
Q3
$4.94M Buy
24,328
+13,403
+123% +$2.72M 1.09% 18
2018
Q2
$2.01M Sell
10,925
-9,083
-45% -$1.67M 0.7% 21
2018
Q1
$1.62M Buy
20,008
+17,116
+592% +$1.38M 0.27% 77
2017
Q4
$542K Buy
+2,892
New +$542K 0.07% 220