WWM
AET

Willingdon Wealth Management’s Aetna Inc AET Stock Holding History

Willingdon Wealth 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
-35
Closed -$7K – 429
2018
Q3 		$7K Buy
+35
New +$6.84K ﹤0.01% 319

Other funds holding AET

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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

Willingdon Wealth Management's AET Position: Q4 2018 in Review

Willingdon Wealth Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 35 shares — an estimated $7K sold.

Willingdon Wealth Management first reported a position in AET in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Willingdon Wealth Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 35 Aetna Inc shares in Q4 2018, an estimated $7K.
  • Willingdon Wealth Management first reported a position in Aetna Inc in Q3 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's Aetna Inc position peaked at $7K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Willingdon Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.