WAP
AET

Wealthcare Advisory Partners’s Aetna Inc AET Stock Holding History

Wealthcare Advisory Partners’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
-55
Closed -$11K – 1326
2018
Q3 		$11K Hold
55
– – ﹤0.01% 831
2018
Q2 		$10K Hold
55
– – ﹤0.01% 850
2018
Q1 		$9K Hold
55
– – ﹤0.01% 763
2017
Q4 		$10K Hold
55
– – ﹤0.01% 689
2017
Q3 		$9K Buy
+55
New +$8.59K ﹤0.01% 577

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

Wealthcare Advisory Partners's AET Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 55 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in AET in Q3 2017 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Wealthcare Advisory Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 55 Aetna Inc shares in Q4 2018, an estimated $11K.
  • Wealthcare Advisory Partners first reported a position in Aetna Inc in Q3 2017 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Aetna Inc position peaked at $11K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.