TFF
AET

The Family Firm’s Aetna Inc AET Stock Holding History

The Family Firm’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
-1,703
Closed -$345K – 142
2018
Q3 		$345K Buy
1,703
+3
+0.2% +$586 0.13% 102
2018
Q2 		$312K Buy
1,700
+2
+0.1% +$356 0.12% 98
2018
Q1 		$287K Buy
1,698
+2
+0.1% +$359 0.11% 105
2017
Q4 		$306K Sell
1,696
-39
-2% -$6.7K 0.12% 101
2017
Q3 		$276K Buy
1,735
+3
+0.2% +$469 0.12% 103
2017
Q2 		$263K Buy
+1,732
New +$245K 0.12% 102

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 $953M AUM 24.79% 1-Year Est. Return

The Family Firm's AET Position: Q4 2018 in Review

The Family Firm sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,703 shares — an estimated $345K sold.

The Family Firm first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $345K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • The Family Firm reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • The Family Firm sold 1,703 Aetna Inc shares in Q4 2018, an estimated $345K.
  • The Family Firm first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
  • The Family Firm's Aetna Inc position peaked at $345K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on The Family Firm's 13F filing for Q4 2018, filed 5 Feb 2019.