VFA
AET

Valeo Financial Advisors’s Aetna Inc AET Stock Holding History

Valeo 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
-1,036
Closed -$206K – 1874
2018
Q3 		$206K Buy
1,036
+8
+0.8% +$1.56K 0.03% 269
2018
Q2 		$200K Buy
1,028
+23
+2% +$4.1K 0.03% 279
2018
Q1 		$170K Buy
1,005
+924
+1,141% +$166K 0.03% 273
2017
Q4 		$15K Sell
81
-293
-78% -$50.3K ﹤0.01% 743
2017
Q3 		$59K Buy
+374
New +$58.4K 0.01% 383

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

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

Valeo Financial Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,036 shares — an estimated $206K sold.

Valeo Financial Advisors first reported a position in AET in Q3 2017 and held it in 5 quarters. The position peaked at $206K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,036 Aetna Inc shares in Q4 2018, an estimated $206K.
  • Valeo Financial Advisors first reported a position in Aetna Inc in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Aetna Inc position peaked at $206K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.