Apriem Advisors’s Aetna Inc AET Stock Holding History

Apriem 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 Q3	–	Sell	-400	Closed	-$73K	–	427
2018 Q2	$73K	Buy	+400	New	+$71.3K	0.02%	208
2017 Q2	–	Sell	-400	Closed	-$51K	–	627
2017 Q1	$51K	Hold	400	–	–	0.01%	229
2016 Q4	$50K	Hold	400	–	–	0.01%	231
2016 Q3	$46K	Hold	400	–	–	0.01%	233
2016 Q2	$49K	Hold	400	–	–	0.02%	229
2016 Q1	$45K	Hold	400	–	–	0.02%	216
2015 Q4	$43K	Hold	400	–	–	0.02%	216
2015 Q3	$44K	Hold	400	–	–	0.02%	214
2015 Q2	$51K	Buy	+400	New	+$45.7K	0.02%	215

Other funds holding AET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Apriem Advisors's AET Position: Q3 2018 in Review

Apriem Advisors sold out of Aetna Inc (AET) in Q3 2018, closing a stake of 400 shares — an estimated $73K sold.

Apriem Advisors first reported a position in AET in Q2 2015 and held it in 9 quarters. The position peaked at $73K in Q2 2018. 1,013 funds tracked by Wall St. Rank hold AET as of Q3 2018.

Apriem Advisors reported no remaining Aetna Inc position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 400 Aetna Inc shares in Q3 2018, an estimated $73K.
Apriem Advisors first reported a position in Aetna Inc in Q2 2015 and held it in 9 quarters.
Apriem Advisors's Aetna Inc position peaked at $73K in Q2 2018.
1,013 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.