WA
AET

WBH Advisory’s Aetna Inc AET Stock Holding History

WBH Advisory’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
-1,903
Closed -$386K – 248
2018
Q3 		$386K Buy
1,903
+300
+19% +$58.6K 0.09% 179
2018
Q2 		$264K Hold
1,603
– – 0.07% 199
2018
Q1 		$270K Sell
1,603
-100
-6% -$18K 0.07% 199
2017
Q4 		$307K Sell
1,703
-251
-13% -$43.1K 0.08% 187
2017
Q3 		$310K Buy
1,954
+601
+44% +$93.9K 0.09% 185
2017
Q2 		$205K Buy
+1,353
New +$191K 0.06% 222

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

WBH Advisory's AET Position: Q4 2018 in Review

WBH Advisory sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,903 shares — an estimated $386K sold.

WBH Advisory first reported a position in AET in Q2 2017 and held it in 6 quarters. The position peaked at $386K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • WBH Advisory reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • WBH Advisory sold 1,903 Aetna Inc shares in Q4 2018, an estimated $386K.
  • WBH Advisory first reported a position in Aetna Inc in Q2 2017 and held it in 6 quarters.
  • WBH Advisory's Aetna Inc position peaked at $386K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on WBH Advisory's 13F filing for Q4 2018, filed 29 Jan 2019.