AWE
AET

Avidian Wealth Enterprises’s Aetna Inc AET Stock Holding History

Avidian Wealth Enterprises’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
2016
Q4 		– Sell
-2,809
Closed -$324K – 104
2016
Q3 		$324K Buy
2,809
+184
+7% +$21.6K 0.13% 51
2016
Q2 		$321 Buy
+2,625
New +$301K 0.12% 43

Other funds holding AET

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Avidian Wealth Enterprises's AET Position: Q4 2016 in Review

Avidian Wealth Enterprises sold out of Aetna Inc (AET) in Q4 2016, closing a stake of 2,809 shares — an estimated $324K sold.

Avidian Wealth Enterprises first reported a position in AET in Q2 2016 and held it in 2 quarters. The position peaked at $324K in Q3 2016. 877 funds tracked by Wall St. Rank hold AET as of Q4 2016.

  • Avidian Wealth Enterprises reported no remaining Aetna Inc position as of Q4 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,809 Aetna Inc shares in Q4 2016, an estimated $324K.
  • Avidian Wealth Enterprises first reported a position in Aetna Inc in Q2 2016 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Aetna Inc position peaked at $324K in Q3 2016.
  • 877 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2016, filed 14 Feb 2017.