WAM
AET

Wealthspire Advisors (Maryland)’s Aetna Inc AET Stock Holding History

Wealthspire Advisors (Maryland)’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
-2,534
Closed -$514K – 2673
2018
Q3 		$514K Sell
2,534
-178
-7% -$34.8K 0.04% 240
2018
Q2 		$498K Sell
2,712
-239
-8% -$42.6K 0.05% 239
2018
Q1 		$499K Sell
2,951
-629
-18% -$113K 0.05% 246
2017
Q4 		$646K Buy
3,580
+1,064
+42% +$183K 0.06% 215
2017
Q3 		$400K Buy
2,516
+49
+2% +$7.66K 0.04% 285
2017
Q2 		$375K Buy
2,467
+301
+14% +$42.5K 0.04% 286
2017
Q1 		$276K Buy
2,166
+88
+4% +$11K 0.04% 304
2016
Q4 		$258K Buy
2,078
+82
+4% +$9.82K 0.04% 312
2016
Q3 		$230K Sell
1,996
-52
-3% -$6.09K 0.04% 338
2016
Q2 		$250K Buy
2,048
+10
+0.5% +$1.15K 0.04% 305
2016
Q1 		$229K Sell
2,038
-218
-10% -$23.3K 0.04% 321
2015
Q4 		$244K Buy
+2,256
New +$244K 0.05% 306

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

Wealthspire Advisors (Maryland)'s AET Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,534 shares — an estimated $514K sold.

Wealthspire Advisors (Maryland) first reported a position in AET in Q4 2015 and held it in 12 quarters. The position peaked at $646K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,534 Aetna Inc shares in Q4 2018, an estimated $514K.
  • Wealthspire Advisors (Maryland) first reported a position in Aetna Inc in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Aetna Inc position peaked at $646K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.