TC
AET

Trilogy Capital’s Aetna Inc AET Stock Holding History

Trilogy Capital’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
-18
Closed -$4K – 648
2018
Q3 		$4K Hold
18
– – ﹤0.01% 442
2018
Q2 		$3K Hold
18
– – ﹤0.01% 444
2018
Q1 		$3K Buy
+18
New +$3.23K ﹤0.01% 370

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

Trilogy Capital's AET Position: Q4 2018 in Review

Trilogy Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 18 shares — an estimated $4K sold.

Trilogy Capital first reported a position in AET in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Trilogy Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 18 Aetna Inc shares in Q4 2018, an estimated $4K.
  • Trilogy Capital first reported a position in Aetna Inc in Q1 2018 and held it in 3 quarters.
  • Trilogy Capital's Aetna Inc position peaked at $4K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.