AWS
AET

Aris Wealth Services’s Aetna Inc AET Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-490
Closed -$62K – 518
2015
Q2 		$62K Buy
490
+5
+1% +$571 0.06% 179
2015
Q1 		$52K Buy
+485
New +$47.5K 0.05% 203

Other funds holding AET

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Aris Wealth Services's AET Position: Q3 2015 in Review

Aris Wealth Services sold out of Aetna Inc (AET) in Q3 2015, closing a stake of 490 shares — an estimated $62K sold.

Aris Wealth Services first reported a position in AET in Q1 2015 and held it in 2 quarters. The position peaked at $62K in Q2 2015. 844 funds tracked by Wall St. Rank hold AET as of Q3 2015.

  • Aris Wealth Services reported no remaining Aetna Inc position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 490 Aetna Inc shares in Q3 2015, an estimated $62K.
  • Aris Wealth Services first reported a position in Aetna Inc in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Aetna Inc position peaked at $62K in Q2 2015.
  • 844 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.