YorkBridge Wealth Partners’s Aetna Inc AET Stock Holding History

YorkBridge Wealth Partners’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	-1,248	Closed	-$254K	–	796
2018 Q3	$254K	Buy	1,248 +13	+1%	+$2.54K	0.12%	145
2018 Q2	$227K	Hold	1,235	–	–	0.1%	163
2018 Q1	$214K	Hold	1,235	–	–	0.1%	172
2017 Q4	$223K	Sell	1,235 -146	-11%	-$25.1K	0.11%	165
2017 Q3	$220K	Hold	1,381	–	–	0.11%	162
2017 Q2	$210K	Hold	1,381	–	–	0.11%	167
2017 Q1	$192K	Sell	1,381 -320	-19%	-$40.2K	0.1%	174
2016 Q4	$220K	Buy	+1,701	New	+$204K	0.13%	150

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

YorkBridge Wealth Partners's AET Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,248 shares — an estimated $254K sold.

YorkBridge Wealth Partners first reported a position in AET in Q4 2016 and held it in 8 quarters. The position peaked at $254K in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,248 Aetna Inc shares in Q4 2018, an estimated $254K.
YorkBridge Wealth Partners first reported a position in Aetna Inc in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's Aetna Inc position peaked at $254K in Q3 2018.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.