TPWA
AET

TRUE Private Wealth Advisors’s Aetna Inc AET Stock Holding History

TRUE Private 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
-342
Closed -$69.3K – 1060
2018
Q3 		$69.3K Buy
+342
New +$66.8K 0.01% 417

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

TRUE Private Wealth Advisors's AET Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 342 shares — an estimated $69.3K sold.

TRUE Private Wealth Advisors first reported a position in AET in Q3 2018 and held it in 1 quarter. The position peaked at $69.3K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 342 Aetna Inc shares in Q4 2018, an estimated $69.3K.
  • TRUE Private Wealth Advisors first reported a position in Aetna Inc in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Aetna Inc position peaked at $69.3K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.