WAOTB
AET

Wealth Advisors of Tampa Bay’s Aetna Inc AET Stock Holding History

Wealth Advisors of Tampa Bay’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
-10,886
Closed -$2.2M – 75
2018
Q3 		$2.2M Sell
10,886
-365
-3% -$71.3K 1.55% 31
2018
Q2 		$2.09M Buy
11,251
+125
+1% +$22.3K 1.59% 28
2018
Q1 		$1.88M Buy
11,126
+45
+0.4% +$8.09K 1.36% 32
2017
Q4 		$2.05M Buy
+11,081
New +$1.9M 1.4% 31

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

Wealth Advisors of Tampa Bay's AET Position: Q4 2018 in Review

Wealth Advisors of Tampa Bay sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 10,886 shares — an estimated $2.2M sold.

Wealth Advisors of Tampa Bay first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $2.2M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Wealth Advisors of Tampa Bay reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 10,886 Aetna Inc shares in Q4 2018, an estimated $2.2M.
  • Wealth Advisors of Tampa Bay first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Wealth Advisors of Tampa Bay's Aetna Inc position peaked at $2.2M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2018, filed 8 Feb 2019.