WA
AET

WealthTrust-Arizona’s Aetna Inc AET Stock Holding History

WealthTrust-Arizona’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
-100
Closed -$20K – 744
2018
Q3 		$20K Buy
100
+10
+11% +$1.95K 0.01% 287
2018
Q2 		$17K Hold
90
– – 0.01% 304
2018
Q1 		$15K Buy
90
+15
+20% +$2.69K 0.01% 341
2017
Q4 		$14K Buy
75
+10
+15% +$1.72K 0.01% 357
2017
Q3 		$10K Buy
65
+15
+30% +$2.34K 0.01% 404
2017
Q2 		$8K Buy
50
+10
+25% +$1.41K ﹤0.01% 431
2017
Q1 		$5K Hold
40
– – ﹤0.01% 477
2016
Q4 		$5K Hold
40
– – ﹤0.01% 482
2016
Q3 		$5K Hold
40
– – ﹤0.01% 488
2016
Q2 		$5K Hold
40
– – ﹤0.01% 473
2016
Q1 		$4K Buy
40
+10
+33% +$1.07K ﹤0.01% 497
2015
Q4 		$3K Hold
30
– – ﹤0.01% 549
2015
Q3 		$3K Buy
+30
New +$3.47K ﹤0.01% 538

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

WealthTrust-Arizona's AET Position: Q4 2018 in Review

WealthTrust-Arizona sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 100 shares — an estimated $20K sold.

WealthTrust-Arizona first reported a position in AET in Q3 2015 and held it in 13 quarters. The position peaked at $20K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • WealthTrust-Arizona reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 100 Aetna Inc shares in Q4 2018, an estimated $20K.
  • WealthTrust-Arizona first reported a position in Aetna Inc in Q3 2015 and held it in 13 quarters.
  • WealthTrust-Arizona's Aetna Inc position peaked at $20K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.