WCM
AET

Whitener Capital Management’s Aetna Inc AET Stock Holding History

Whitener Capital 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
-128
Closed -$25K – 490
2018
Q3 		$25K Buy
+128
New +$25K 0.02% 261
2018
Q2 		– Sell
-128
Closed -$21K – 476
2018
Q1 		$21K Hold
128
– – 0.02% 273
2017
Q4 		$23K Buy
+128
New +$22K 0.02% 244

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

Whitener Capital Management's AET Position: Q4 2018 in Review

Whitener Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 128 shares — an estimated $25K sold.

Whitener Capital Management first reported a position in AET in Q4 2017 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Whitener Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Whitener Capital Management sold 128 Aetna Inc shares in Q4 2018, an estimated $25K.
  • Whitener Capital Management first reported a position in Aetna Inc in Q4 2017 and held it in 3 quarters.
  • Whitener Capital Management's Aetna Inc position peaked at $25K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Whitener Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.