WSTAM
AET

Wilbanks Smith & Thomas Asset Management’s Aetna Inc AET Stock Holding History

Wilbanks Smith & Thomas Asset 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
-3,024
Closed -$613K – 1559
2018
Q3 		$613K Hold
3,024
– – 0.04% 213
2018
Q2 		$555K Buy
3,024
+184
+6% +$32.8K 0.04% 186
2018
Q1 		$480K Sell
2,840
-90
-3% -$16.2K 0.04% 197
2017
Q4 		$529K Sell
2,930
-212
-7% -$36.4K 0.04% 189
2017
Q3 		$500K Hold
3,142
– – 0.04% 193
2017
Q2 		$477K Hold
3,142
– – 0.04% 188
2017
Q1 		$401K Sell
3,142
-260
-8% -$32.6K 0.03% 198
2016
Q4 		$422K Sell
3,402
-16,496
-83% -$1.97M 0.04% 181
2016
Q3 		$2.3M Sell
19,898
-612
-3% -$71.7K 0.21% 79
2016
Q2 		$2.5M Sell
20,510
-295
-1% -$33.9K 0.26% 71
2016
Q1 		$2.34M Buy
20,805
+333
+2% +$35.6K 0.28% 73
2015
Q4 		$2.21M Buy
20,472
+17,471
+582% +$1.89M 0.22% 75
2015
Q3 		$328K Buy
3,001
+22
+0.7% +$2.54K 0.05% 189
2015
Q2 		$380K Hold
2,979
– – 0.04% 206
2015
Q1 		$317K Sell
2,979
-175
-6% -$17.1K 0.03% 222
2014
Q4 		$280K Buy
3,154
+575
+22% +$48.3K 0.03% 246
2014
Q3 		$209K Sell
2,579
-256
-9% -$20.8K 0.02% 262
2014
Q2 		$230K Hold
2,835
– – 0.02% 261
2014
Q1 		$213K Buy
+2,835
New +$201K 0.02% 258

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

Wilbanks Smith & Thomas Asset Management's AET Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,024 shares — an estimated $613K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AET in Q1 2014 and held it in 19 quarters. The position peaked at $2.5M in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,024 Aetna Inc shares in Q4 2018, an estimated $613K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Aetna Inc in Q1 2014 and held it in 19 quarters.
  • Wilbanks Smith & Thomas Asset Management's Aetna Inc position peaked at $2.5M in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.