Wendell David Associates’s Aetna Inc AET Stock Holding History

Wendell David Associates’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	-1,500	Closed	-$304K	–	154
2018 Q3	$304K	Sell	1,500 -500	-25%	-$97.7K	0.05%	135
2018 Q2	$367K	Hold	2,000	–	–	0.06%	126
2018 Q1	$338K	Hold	2,000	–	–	0.06%	129
2017 Q4	$361K	Hold	2,000	–	–	0.06%	132
2017 Q3	$318K	Hold	2,000	–	–	0.06%	136
2017 Q2	$304K	Hold	2,000	–	–	0.06%	130
2017 Q1	$255K	Hold	2,000	–	–	0.05%	132
2016 Q4	$248K	Hold	2,000	–	–	0.05%	133
2016 Q3	$231K	Hold	2,000	–	–	0.05%	134
2016 Q2	$244K	Hold	2,000	–	–	0.05%	132
2016 Q1	$224K	Hold	2,000	–	–	0.04%	142
2015 Q4	$216K	Hold	2,000	–	–	0.04%	148
2015 Q3	$218K	Hold	2,000	–	–	0.04%	145
2015 Q2	$254K	Buy	+2,000	New	+$228K	0.05%	142

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

Wendell David Associates's AET Position: Q4 2018 in Review

Wendell David Associates sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,500 shares — an estimated $304K sold.

Wendell David Associates first reported a position in AET in Q2 2015 and held it in 14 quarters. The position peaked at $367K in Q2 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Wendell David Associates reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Wendell David Associates sold 1,500 Aetna Inc shares in Q4 2018, an estimated $304K.
Wendell David Associates first reported a position in Aetna Inc in Q2 2015 and held it in 14 quarters.
Wendell David Associates's Aetna Inc position peaked at $367K in Q2 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Wendell David Associates's 13F filing for Q4 2018, filed 17 Jan 2019.