Tarbox Family Office’s Aetna Inc AET Stock Holding History

Tarbox Family Office’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	-202	Closed	-$41K	–	658
2018 Q3	$41K	Hold	202	–	–	0.01%	169
2018 Q2	$37K	Hold	202	–	–	0.01%	166
2018 Q1	$34K	Buy	202 +21	+12%	+$3.77K	0.01%	185
2017 Q4	$33K	Hold	181	–	–	0.01%	193
2017 Q3	$29K	Buy	181 +14	+8%	+$2.19K	0.01%	195
2017 Q2	$25K	Hold	167	–	–	0.01%	191
2017 Q1	$21K	Hold	167	–	–	0.01%	210
2016 Q4	$21K	Hold	167	–	–	0.01%	176
2016 Q3	$19K	Hold	167	–	–	0.01%	177
2016 Q2	$20K	Hold	167	–	–	0.01%	166
2016 Q1	$19K	Buy	167 +1	+0.6%	+$107	0.01%	173
2015 Q4	$18K	Sell	166 -27	-14%	-$2.92K	0.01%	174
2015 Q3	$21K	Buy	193 +4	+2%	+$462	0.02%	151
2015 Q2	$24K	Hold	189	–	–	0.02%	138
2015 Q1	$20K	Hold	189	–	–	0.02%	159
2014 Q4	$17K	Buy	189 +8	+4%	+$671	0.02%	176
2014 Q3	$15K	Hold	181	–	–	0.01%	192
2014 Q2	$14K	Hold	181	–	–	0.01%	195
2014 Q1	$13K	Hold	181	–	–	0.01%	218
2013 Q4	$12K	Buy	+181	New	+$11.8K	0.01%	258

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

Tarbox Family Office's AET Position: Q4 2018 in Review

Tarbox Family Office sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 202 shares — an estimated $41K sold.

Tarbox Family Office first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $41K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Tarbox Family Office reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Tarbox Family Office sold 202 Aetna Inc shares in Q4 2018, an estimated $41K.
Tarbox Family Office first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
Tarbox Family Office's Aetna Inc position peaked at $41K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Tarbox Family Office's 13F filing for Q4 2018, filed 1 Feb 2019.