West Oak Capital’s Aetna Inc AET Stock Holding History

West Oak Capital’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	-157	Closed	-$31.8K	–	364
2018 Q3	$31.8K	Hold	157	–	–	0.02%	204
2018 Q2	$28.8K	Sell	157 -144	-48%	-$25.7K	0.02%	205
2018 Q1	$50.9K	Hold	301	–	–	0.03%	179
2017 Q4	$54.3K	Sell	301 -10	-3%	-$1.72K	0.03%	166
2017 Q3	$49.5K	Buy	311 +10	+3%	+$1.56K	0.03%	186
2017 Q2	$45.7K	Hold	301	–	–	0.03%	195
2017 Q1	$38.4K	Buy	+301	New	+$37.8K	0.02%	199

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

West Oak Capital's AET Position: Q4 2018 in Review

West Oak Capital sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 157 shares — an estimated $31.8K sold.

West Oak Capital first reported a position in AET in Q1 2017 and held it in 7 quarters. The position peaked at $54.3K in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

West Oak Capital reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
West Oak Capital sold 157 Aetna Inc shares in Q4 2018, an estimated $31.8K.
West Oak Capital first reported a position in Aetna Inc in Q1 2017 and held it in 7 quarters.
West Oak Capital's Aetna Inc position peaked at $54.3K in Q4 2017.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on West Oak Capital's 13F filing for Q4 2018, filed 8 Jan 2019.