WCM
AET

Wunderlich Capital Managemnt’s Aetna Inc AET Stock Holding History

Wunderlich Capital Managemnt’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
-7,686
Closed -$1.56M – 103
2018
Q3 		$1.56M Sell
7,686
-727
-9% -$142K 1.11% 49
2018
Q2 		$1.54M Buy
8,413
+8
+0.1% +$1.43K 1.07% 55
2018
Q1 		$1.42M Sell
8,405
-1,058
-11% -$190K 0.98% 60
2017
Q4 		$1.71M Buy
9,463
+717
+8% +$123K 1.18% 36
2017
Q3 		$1.39M Sell
8,746
-134
-2% -$20.9K 1.04% 52
2017
Q2 		$1.35M Sell
8,880
-226
-2% -$31.9K 1.01% 56
2017
Q1 		$1.16M Buy
9,106
+623
+7% +$78.2K 0.91% 61
2016
Q4 		$1.05M Buy
8,483
+76
+0.9% +$9.1K 0.86% 65
2016
Q3 		$971K Buy
+8,407
New +$985K 0.77% 68

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

Wunderlich Capital Managemnt's AET Position: Q4 2018 in Review

Wunderlich Capital Managemnt sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 7,686 shares — an estimated $1.56M sold.

Wunderlich Capital Managemnt first reported a position in AET in Q3 2016 and held it in 9 quarters. The position peaked at $1.71M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Wunderlich Capital Managemnt reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 7,686 Aetna Inc shares in Q4 2018, an estimated $1.56M.
  • Wunderlich Capital Managemnt first reported a position in Aetna Inc in Q3 2016 and held it in 9 quarters.
  • Wunderlich Capital Managemnt's Aetna Inc position peaked at $1.71M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q4 2018, filed 14 Feb 2019.