YIA
AET

YHB Investment Advisors’s Aetna Inc AET Stock Holding History

YHB Investment 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
-2,095
Closed -$425K – 198
2018
Q3 		$425K Hold
2,095
– – 0.06% 142
2018
Q2 		$384K Hold
2,095
– – 0.06% 142
2018
Q1 		$354K Hold
2,095
– – 0.06% 149
2017
Q4 		$378K Hold
2,095
– – 0.06% 148
2017
Q3 		$333K Hold
2,095
– – 0.06% 147
2017
Q2 		$318K Hold
2,095
– – 0.05% 147
2017
Q1 		$283K Hold
2,095
– – 0.05% 153
2016
Q4 		$260K Sell
2,095
-130
-6% -$15.6K 0.05% 154
2016
Q3 		$257K Buy
2,225
+25
+1% +$2.93K 0.06% 151
2016
Q2 		$269K Hold
2,200
– – 0.06% 144
2016
Q1 		$247K Hold
2,200
– – 0.07% 137
2015
Q4 		$238K Hold
2,200
– – 0.05% 147
2015
Q3 		$241K Hold
2,200
– – 0.06% 144
2015
Q2 		$280K Hold
2,200
– – 0.06% 145
2015
Q1 		$234K Buy
+2,200
New +$216K 0.05% 156

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

YHB Investment Advisors's AET Position: Q4 2018 in Review

YHB Investment Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,095 shares — an estimated $425K sold.

YHB Investment Advisors first reported a position in AET in Q1 2015 and held it in 15 quarters. The position peaked at $425K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • YHB Investment Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • YHB Investment Advisors sold 2,095 Aetna Inc shares in Q4 2018, an estimated $425K.
  • YHB Investment Advisors first reported a position in Aetna Inc in Q1 2015 and held it in 15 quarters.
  • YHB Investment Advisors's Aetna Inc position peaked at $425K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on YHB Investment Advisors's 13F filing for Q4 2018, filed 11 Jan 2019.