Welch & Forbes’s Aetna Inc AET Stock Holding History

Welch & Forbes’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	-5,459	Closed	-$1.11M	–	363
2018 Q3	$1.11M	Sell	5,459 -39	-0.7%	-$7.62K	0.03%	197
2018 Q2	$1.01M	Buy	5,498 +70	+1%	+$12.5K	0.03%	197
2018 Q1	$917K	Buy	5,428 +39	+0.7%	+$7.01K	0.02%	208
2017 Q4	$972K	Sell	5,389 -261	-5%	-$44.8K	0.03%	191
2017 Q3	$898K	Hold	5,650	–	–	0.02%	200
2017 Q2	$858K	Sell	5,650 -109	-2%	-$15.4K	0.02%	201
2017 Q1	$735K	Buy	5,759 +109	+2%	+$13.7K	0.02%	211
2016 Q4	$701K	Buy	+5,650	New	+$676K	0.02%	216
2016 Q3	–	Sell	-5,650	Closed	-$690K	–	352
2016 Q2	$690K	Hold	5,650	–	–	0.02%	217
2016 Q1	$635K	Buy	5,650 +650	+13%	+$69.5K	0.02%	226
2015 Q4	$541K	Buy	5,000 +800	+19%	+$86.5K	0.02%	232
2015 Q3	$460K	Hold	4,200	–	–	0.02%	251
2015 Q2	$535K	Hold	4,200	–	–	0.02%	243
2015 Q1	$447K	Hold	4,200	–	–	0.01%	260
2014 Q4	$373K	Hold	4,200	–	–	0.01%	281
2014 Q3	$340K	Hold	4,200	–	–	0.01%	286
2014 Q2	$341K	Hold	4,200	–	–	0.01%	273
2014 Q1	$315K	Hold	4,200	–	–	0.01%	283
2013 Q4	$288K	Sell	4,200 -2,045	-33%	-$133K	0.01%	279
2013 Q3	$400K	Buy	6,245 +2,045	+49%	+$131K	0.01%	273
2013 Q2	$267K	Buy	+4,200	New	+$247K	0.01%	279

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Welch & Forbes's AET Position: Q4 2018 in Review

Welch & Forbes sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,459 shares — an estimated $1.11M sold.

Welch & Forbes first reported a position in AET in Q2 2013 and held it in 21 quarters. The position peaked at $1.11M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Welch & Forbes reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Welch & Forbes sold 5,459 Aetna Inc shares in Q4 2018, an estimated $1.11M.
Welch & Forbes first reported a position in Aetna Inc in Q2 2013 and held it in 21 quarters.
Welch & Forbes's Aetna Inc position peaked at $1.11M in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Welch & Forbes's 13F filing for Q4 2018, filed 5 Feb 2019.