WAS
AET

WESPAC Advisors SoCal’s Aetna Inc AET Stock Holding History

WESPAC Advisors SoCal’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
-3,875
Closed -$786K – 382
2018
Q3 		$786K Buy
3,875
+50
+1% +$9.77K 0.39% 45
2018
Q2 		$701K Sell
3,825
-275
-7% -$49K 0.4% 43
2018
Q1 		$692K Buy
4,100
+250
+6% +$44.9K 0.4% 45
2017
Q4 		$694K Hold
3,850
– – 0.4% 44
2017
Q3 		$612K Sell
3,850
-175
-4% -$27.3K 0.36% 46
2017
Q2 		$611K Sell
4,025
-75
-2% -$10.6K 0.39% 40
2017
Q1 		$523K Buy
4,100
+625
+18% +$78.5K 0.32% 51
2016
Q4 		$431K Sell
3,475
-23
-0.7% -$2.75K 0.28% 54
2016
Q3 		$404K Sell
3,498
-147
-4% -$17.2K 0.27% 60
2016
Q2 		$445K Buy
3,645
+275
+8% +$31.6K 0.29% 55
2016
Q1 		$379K Buy
3,370
+120
+4% +$12.8K 0.28% 60
2015
Q4 		$351K Buy
+3,250
New +$351K 0.23% 64

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

WESPAC Advisors SoCal's AET Position: Q4 2018 in Review

WESPAC Advisors SoCal sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,875 shares — an estimated $786K sold.

WESPAC Advisors SoCal first reported a position in AET in Q4 2015 and held it in 12 quarters. The position peaked at $786K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • WESPAC Advisors SoCal reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 3,875 Aetna Inc shares in Q4 2018, an estimated $786K.
  • WESPAC Advisors SoCal first reported a position in Aetna Inc in Q4 2015 and held it in 12 quarters.
  • WESPAC Advisors SoCal's Aetna Inc position peaked at $786K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.