WF
AET

WoodTrust Financial’s Aetna Inc AET Stock Holding History

WoodTrust Financial’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
-3,640
Closed -$738K – 79
2018
Q3 		$738K Hold
3,640
– – 0.36% 50
2018
Q2 		$668K Hold
3,640
– – 0.35% 52
2018
Q1 		$615K Hold
3,640
– – 0.33% 52
2017
Q4 		$657K Buy
+3,640
New +$625K 0.35% 50

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

WoodTrust Financial's AET Position: Q4 2018 in Review

WoodTrust Financial sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 3,640 shares — an estimated $738K sold.

WoodTrust Financial first reported a position in AET in Q4 2017 and held it in 4 quarters. The position peaked at $738K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • WoodTrust Financial reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • WoodTrust Financial sold 3,640 Aetna Inc shares in Q4 2018, an estimated $738K.
  • WoodTrust Financial first reported a position in Aetna Inc in Q4 2017 and held it in 4 quarters.
  • WoodTrust Financial's Aetna Inc position peaked at $738K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on WoodTrust Financial's 13F filing for Q4 2018, filed 4 Feb 2019.