WGCA
AET

Wolf Group Capital Advisors’s Aetna Inc AET Stock Holding History

Wolf Group Capital Advisors’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
-2,796
Closed -$567K – 96
2018
Q3 		$567K Sell
2,796
-1,371
-33% -$268K 0.37% 66
2018
Q2 		$765K Sell
4,167
-1,502
-26% -$268K 0.5% 56
2018
Q1 		$958K Sell
5,669
-4,250
-43% -$764K 0.63% 55
2017
Q4 		$1.79M Buy
9,919
+325
+3% +$55.8K 1.11% 36
2017
Q3 		$1.45M Sell
9,594
-1,203
-11% -$188K 1.01% 43
2017
Q2 		$1.64M Sell
10,797
-2,118
-16% -$299K 1.26% 35
2017
Q1 		$1.65M Buy
12,915
+895
+7% +$112K 1.08% 40
2016
Q4 		$1.49M Buy
+12,020
New +$1.44M 1% 43

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

Wolf Group Capital Advisors's AET Position: Q4 2018 in Review

Wolf Group Capital Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,796 shares — an estimated $567K sold.

Wolf Group Capital Advisors first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $1.79M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Wolf Group Capital Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 2,796 Aetna Inc shares in Q4 2018, an estimated $567K.
  • Wolf Group Capital Advisors first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
  • Wolf Group Capital Advisors's Aetna Inc position peaked at $1.79M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.