WEC
AET

Winslow Evans & Crocker’s Aetna Inc AET Stock Holding History

Winslow Evans & Crocker’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
-1,260
Closed -$256K – 1153
2018
Q3 		$256K Hold
1,260
– – 0.08% 239
2018
Q2 		$232K Hold
1,260
– – 0.07% 235
2018
Q1 		$213K Hold
1,260
– – 0.07% 238
2017
Q4 		$227K Hold
1,260
– – 0.07% 240
2017
Q3 		$200K Hold
1,260
– – 0.07% 250
2017
Q2 		$191K Hold
1,260
– – 0.05% 325
2017
Q1 		$161K Hold
1,260
– – 0.05% 328
2016
Q4 		$156K Sell
1,260
-500
-28% -$59.9K 0.05% 323
2016
Q3 		$203K Hold
1,760
– – 0.06% 299
2016
Q2 		$215K Sell
1,760
-700
-28% -$80.4K 0.06% 270
2016
Q1 		$276K Hold
2,460
– – 0.08% 219
2015
Q4 		$266K Buy
2,460
+224
+10% +$24.2K 0.08% 252
2015
Q3 		$245K Hold
2,236
– – 0.08% 242
2015
Q2 		$285K Sell
2,236
-324
-13% -$37K 0.08% 242
2015
Q1 		$273K Buy
2,560
+1,300
+103% +$127K 0.08% 257
2014
Q4 		$112K Hold
1,260
– – 0.03% 394
2014
Q3 		$102K Sell
1,260
-44
-3% -$3.58K 0.03% 417
2014
Q2 		$106K Buy
1,304
+44
+3% +$3.33K 0.04% 350
2014
Q1 		$94.5K Sell
1,260
-22
-2% -$1.56K 0.03% 358
2013
Q4 		$88K Buy
+1,282
New +$83.7K 0.03% 401

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

Winslow Evans & Crocker's AET Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,260 shares — an estimated $256K sold.

Winslow Evans & Crocker first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $285K in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Winslow Evans & Crocker reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,260 Aetna Inc shares in Q4 2018, an estimated $256K.
  • Winslow Evans & Crocker first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
  • Winslow Evans & Crocker's Aetna Inc position peaked at $285K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.