WIM
AET

Westside Investment Management’s Aetna Inc AET Stock Holding History

Westside Investment Management’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
-756
Closed -$154K – 841
2018
Q3 		$154K Buy
756
+1
+0.1% +$195 0.05% 166
2018
Q2 		$140K Sell
755
-7
-0.9% -$1.25K 0.05% 189
2018
Q1 		$128K Buy
762
+46
+6% +$8.27K 0.07% 195
2017
Q4 		$132K Sell
716
-22
-3% -$3.78K 0.07% 191
2017
Q3 		$117K Sell
738
-410
-36% -$64K 0.07% 186
2017
Q2 		$177K Buy
1,148
+400
+53% +$56.5K 0.12% 143
2017
Q1 		$95.2K Buy
748
+39
+6% +$4.9K 0.05% 197
2016
Q4 		$86.9K Buy
+709
New +$84.9K 0.06% 150

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 $953M AUM 24.79% 1-Year Est. Return

Westside Investment Management's AET Position: Q4 2018 in Review

Westside Investment Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 756 shares — an estimated $154K sold.

Westside Investment Management first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $177K in Q2 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Westside Investment Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 756 Aetna Inc shares in Q4 2018, an estimated $154K.
  • Westside Investment Management first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Westside Investment Management's Aetna Inc position peaked at $177K in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.