BRWM
AET

B. Riley Wealth Management’s Aetna Inc AET Stock Holding History

B. Riley Wealth Management’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
-900
Closed -$114K – 911
2015
Q2 		$114K Buy
900
+100
+13% +$11.4K 0.09% 252
2015
Q1 		$85K Sell
800
-150
-16% -$14.7K 0.06% 322
2014
Q4 		$84K Hold
950
– – 0.07% 304
2014
Q3 		$76K Sell
950
-100
-10% -$8.14K 0.06% 341
2014
Q2 		$85K Hold
1,050
– – 0.06% 379
2014
Q1 		$79K Buy
+1,050
New +$74.3K 0.06% 359

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

B. Riley Wealth Management's AET Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Aetna Inc (AET) in Q3 2015, closing a stake of 900 shares — an estimated $114K sold.

B. Riley Wealth Management first reported a position in AET in Q1 2014 and held it in 6 quarters. The position peaked at $114K in Q2 2015. 844 funds tracked by Wall St. Rank hold AET as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Aetna Inc position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 900 Aetna Inc shares in Q3 2015, an estimated $114K.
  • B. Riley Wealth Management first reported a position in Aetna Inc in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Aetna Inc position peaked at $114K in Q2 2015.
  • 844 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.