TWA
AET

TCI Wealth Advisors’s Aetna Inc AET Stock Holding History

TCI Wealth 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
-1,687
Closed -$342K – 1792
2018
Q3 		$342K Buy
1,687
+463
+38% +$90.5K 0.14% 109
2018
Q2 		$225K Sell
1,224
-578
-32% -$103K 0.1% 140
2018
Q1 		$305K Buy
1,802
+600
+50% +$108K 0.14% 107
2017
Q4 		$217K Hold
1,202
– – 0.1% 145
2017
Q3 		$191K Hold
1,202
– – 0.09% 145
2017
Q2 		$182K Hold
1,202
– – 0.09% 142
2017
Q1 		$153K Hold
1,202
– – 0.08% 160
2016
Q4 		$149K Hold
1,202
– – 0.08% 174
2016
Q3 		$139K Hold
1,202
– – 0.08% 170
2016
Q2 		$147K Sell
1,202
-160
-12% -$18.4K 0.08% 156
2016
Q1 		$153K Buy
1,362
+160
+13% +$17.1K 0.08% 155
2015
Q4 		$130K Hold
1,202
– – 0.07% 176
2015
Q3 		$132K Buy
1,202
+160
+15% +$18.5K 0.08% 169
2015
Q2 		$133K Sell
1,042
-300
-22% -$34.3K 0.08% 167
2015
Q1 		$143K Hold
1,342
– – 0.09% 142
2014
Q4 		$119K Buy
1,342
+300
+29% +$25.2K 0.07% 162
2014
Q3 		$84K Hold
1,042
– – 0.05% 188
2014
Q2 		$84K Hold
1,042
– – 0.05% 199
2014
Q1 		$78K Hold
1,042
– – 0.05% 190
2013
Q4 		$71K Hold
1,042
– – 0.04% 206
2013
Q3 		$67K Hold
1,042
– – 0.05% 191
2013
Q2 		$66K Buy
+1,042
New +$61.2K 0.05% 194

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

TCI Wealth Advisors's AET Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,687 shares — an estimated $342K sold.

TCI Wealth Advisors first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $342K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • TCI Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,687 Aetna Inc shares in Q4 2018, an estimated $342K.
  • TCI Wealth Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • TCI Wealth Advisors's Aetna Inc position peaked at $342K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.