TFA
AET

Transamerica Financial Advisors’s Aetna Inc AET Stock Holding History

Transamerica Financial 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
-8
Closed -$2K – 539
2018
Q3 		$2K Sell
8
-6
-43% -$1.17K ﹤0.01% 385
2018
Q2 		$3K Sell
14
-2,348
-99% -$418K ﹤0.01% 300
2018
Q1 		$400K Sell
2,362
-11,593
-83% -$2.08M 0.06% 178
2017
Q4 		$2.52M Buy
13,955
+1,379
+11% +$237K 0.33% 95
2017
Q3 		$2M Sell
12,576
-389
-3% -$60.8K 0.25% 114
2017
Q2 		$1.97M Sell
12,965
-13,062
-50% -$1.85M 0.27% 104
2017
Q1 		$3.32M Sell
26,027
-28
-0.1% -$3.52K 0.4% 78
2016
Q4 		$3.23M Buy
26,055
+446
+2% +$53.4K 0.39% 79
2016
Q3 		$2.96M Buy
25,609
+2,331
+10% +$273K 0.32% 92
2016
Q2 		$2.84M Buy
+23,278
New +$2.67M 0.29% 90
2016
Q1 		– Sell
-4
Closed -$1K – 880
2015
Q4 		$1K Hold
4
– – ﹤0.01% 806
2015
Q3 		$1K Sell
4
-4
-50% -$462 ﹤0.01% 815
2015
Q2 		$2K Sell
8
-443
-98% -$50.6K ﹤0.01% 765
2015
Q1 		$48K Sell
451
-33,365
-99% -$3.27M ﹤0.01% 444
2014
Q4 		$3M Buy
33,816
+3,460
+11% +$290K 0.24% 59
2014
Q3 		$2.46M Buy
30,356
+573
+2% +$46.6K 0.22% 66
2014
Q2 		$2.42M Buy
29,783
+29,781
+1,489,050% +$2.25M 0.21% 70
2014
Q1 		$1K Hold
2
– – ﹤0.01% 640
2013
Q4 		$1K Hold
2
– – ﹤0.01% 599
2013
Q3 		$1K Sell
2
-12
-86% -$770 ﹤0.01% 589
2013
Q2 		$1K Buy
+14
New +$822 ﹤0.01% 559

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

Transamerica Financial Advisors's AET Position: Q4 2018 in Review

Transamerica Financial Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 8 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in AET in Q2 2013 and held it in 21 quarters. The position peaked at $3.32M in Q1 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Transamerica Financial Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 8 Aetna Inc shares in Q4 2018, an estimated $2K.
  • Transamerica Financial Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 21 quarters.
  • Transamerica Financial Advisors's Aetna Inc position peaked at $3.32M in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Transamerica Financial Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.