WSFS
AET

Wilmington Savings Fund Society’s Aetna Inc AET Stock Holding History

Wilmington Savings Fund Society’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
-1,390
Closed -$282K – 366
2018
Q3 		$282K Sell
1,390
-2
-0.1% -$391 0.01% 312
2018
Q2 		$255K Buy
1,392
+94
+7% +$16.8K 0.01% 318
2018
Q1 		$219K Sell
1,298
-155
-11% -$27.9K 0.01% 319
2017
Q4 		$263K Buy
+1,453
New +$250K 0.01% 308

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

Wilmington Savings Fund Society's AET Position: Q4 2018 in Review

Wilmington Savings Fund Society sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,390 shares — an estimated $282K sold.

Wilmington Savings Fund Society first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $282K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Wilmington Savings Fund Society reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 1,390 Aetna Inc shares in Q4 2018, an estimated $282K.
  • Wilmington Savings Fund Society first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Aetna Inc position peaked at $282K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2018, filed 15 Feb 2019.