TL
AET

TrueWealth LLC’s Aetna Inc AET Stock Holding History

TrueWealth LLC’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
-533
Closed -$108K – 847
2018
Q3 		$108K Hold
533
– – 0.05% 189
2018
Q2 		$98K Hold
533
– – 0.05% 195
2018
Q1 		$90K Sell
533
-9
-2% -$1.62K 0.05% 201
2017
Q4 		$98K Buy
+542
New +$93.1K 0.05% 216

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

TrueWealth LLC's AET Position: Q4 2018 in Review

TrueWealth LLC sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 533 shares — an estimated $108K sold.

TrueWealth LLC first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $108K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • TrueWealth LLC reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 533 Aetna Inc shares in Q4 2018, an estimated $108K.
  • TrueWealth LLC first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Aetna Inc position peaked at $108K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.