UCFA
AET

United Capital Financial Advisors’s Aetna Inc AET Stock Holding History

United Capital 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
-33,600
Closed -$6.82M – 1400
2018
Q3 		$6.82M Sell
33,600
-1,714
-5% -$335K 0.05% 374
2018
Q2 		$6.48M Sell
35,314
-347
-1% -$61.8K 0.05% 366
2018
Q1 		$6.03M Sell
35,661
-5,501
-13% -$989K 0.05% 378
2017
Q4 		$7.42M Sell
41,162
-2,291
-5% -$394K 0.06% 346
2017
Q3 		$6.91M Buy
43,453
+3,102
+8% +$485K 0.06% 337
2017
Q2 		$6.13M Sell
40,351
-1,111
-3% -$157K 0.05% 346
2017
Q1 		$5.29M Sell
41,462
-134
-0.3% -$16.8K 0.05% 358
2016
Q4 		$5.16M Buy
41,596
+2,143
+5% +$257K 0.05% 363
2016
Q3 		$4.55M Buy
39,453
+9,488
+32% +$1.11M 0.04% 398
2016
Q2 		$3.66M Sell
29,965
-5,426
-15% -$623K 0.04% 428
2016
Q1 		$3.98M Buy
35,391
+2,306
+7% +$247K 0.04% 383
2015
Q4 		$3.58M Sell
33,085
-6,523
-16% -$705K 0.04% 414
2015
Q3 		$4.33M Sell
39,608
-1,436
-3% -$166K 0.05% 350
2015
Q2 		$5.23M Sell
41,044
-3,766
-8% -$430K 0.06% 332
2015
Q1 		$4.79M Sell
44,810
-2,489
-5% -$244K 0.06% 343
2014
Q4 		$4.2M Buy
47,299
+501
+1% +$42K 0.06% 284
2014
Q3 		$3.79M Sell
46,798
-3,573
-7% -$291K 0.07% 300
2014
Q2 		$4.08M Buy
50,371
+560
+1% +$42.4K 0.08% 266
2014
Q1 		$3.73M Buy
49,811
+35,130
+239% +$2.49M 0.08% 252
2013
Q4 		$1.01M Sell
14,681
-38,040
-72% -$2.48M 0.03% 332
2013
Q3 		$3.38M Buy
+52,721
New +$3.38M 0.11% 183

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

United Capital Financial Advisors's AET Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 33,600 shares — an estimated $6.82M sold.

United Capital Financial Advisors first reported a position in AET in Q3 2013 and held it in 21 quarters. The position peaked at $7.42M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 33,600 Aetna Inc shares in Q4 2018, an estimated $6.82M.
  • United Capital Financial Advisors first reported a position in Aetna Inc in Q3 2013 and held it in 21 quarters.
  • United Capital Financial Advisors's Aetna Inc position peaked at $7.42M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.