AWA
AET

Acorn Wealth Advisors’s Aetna Inc AET Stock Holding History

Acorn Wealth 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
Q2 		– Sell
-45
Closed -$8K – 836
2018
Q1 		$8K Hold
45
– – 0.01% 561
2017
Q4 		$8K Buy
+45
New +$7.73K 0.01% 535

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Acorn Wealth Advisors's AET Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Aetna Inc (AET) in Q2 2018, closing a stake of 45 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in AET in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 1,017 funds tracked by Wall St. Rank hold AET as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Aetna Inc position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 45 Aetna Inc shares in Q2 2018, an estimated $8K.
  • Acorn Wealth Advisors first reported a position in Aetna Inc in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Aetna Inc position peaked at $8K in Q1 2018.
  • 1,017 funds tracked by Wall St. Rank held Aetna Inc as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.