Wintrust Investments’s Aetna Inc AET Stock Holding History

Wintrust Investments’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	-1,640	Closed	-$333K	–	379
2018 Q3	$333K	Sell	1,640 -360	-18%	-$70.4K	0.05%	273
2018 Q2	$367K	Sell	2,000 -510	-20%	-$90.9K	0.06%	253
2018 Q1	$424K	Sell	2,510 -5,140	-67%	-$924K	0.11%	162
2017 Q4	$1.38M	Buy	7,650 +850	+13%	+$146K	0.32%	67
2017 Q3	$1.08M	Sell	6,800 -170	-2%	-$26.6K	0.27%	82
2017 Q2	$1.06M	Sell	6,970 -10	-0.1%	-$1.41K	0.28%	88
2017 Q1	$890K	Buy	+6,980	New	+$876K	0.25%	91

Other funds holding AET

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Wintrust Investments's AET Position: Q4 2018 in Review

Wintrust Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,640 shares — an estimated $333K sold.

Wintrust Investments first reported a position in AET in Q1 2017 and held it in 7 quarters. The position peaked at $1.38M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Wintrust Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Wintrust Investments sold 1,640 Aetna Inc shares in Q4 2018, an estimated $333K.
Wintrust Investments first reported a position in Aetna Inc in Q1 2017 and held it in 7 quarters.
Wintrust Investments's Aetna Inc position peaked at $1.38M in Q4 2017.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Wintrust Investments's 13F filing for Q4 2018, filed 13 Feb 2019.