Taylor Hoffman Wealth Management’s Aetna Inc AET Stock Holding History

Taylor Hoffman Wealth Management’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	-3,453	Closed	-$700K	–	446
2018 Q3	$700K	Hold	3,453	–	–	0.55%	54
2018 Q2	$634K	Hold	3,453	–	–	0.55%	53
2018 Q1	$583K	Hold	3,453	–	–	0.53%	56
2017 Q4	$623K	Buy	+3,453	New	+$593K	0.6%	47

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

Taylor Hoffman Wealth Management's AET Position: Q4 2018 in Review

Taylor Hoffman Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,453 shares — an estimated $700K sold.

Taylor Hoffman Wealth Management first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $700K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Taylor Hoffman Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 3,453 Aetna Inc shares in Q4 2018, an estimated $700K.
Taylor Hoffman Wealth Management first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
Taylor Hoffman Wealth Management's Aetna Inc position peaked at $700K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.