BIA
AET

Barry Investment Advisors’s Aetna Inc AET Stock Holding History

Barry Investment 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
2017
Q3 		– Sell
-2,113
Closed -$321K – 73
2017
Q2 		$321K Buy
2,113
+261
+14% +$36.9K 0.12% 54
2017
Q1 		$236K Sell
1,852
-208
-10% -$26.1K 0.09% 62
2016
Q4 		$255K Buy
2,060
+30
+1% +$3.59K 0.09% 60
2016
Q3 		$234K Buy
+2,030
New +$238K 0.08% 61

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barry Investment Advisors's AET Position: Q3 2017 in Review

Barry Investment Advisors sold out of Aetna Inc (AET) in Q3 2017, closing a stake of 2,113 shares — an estimated $321K sold.

Barry Investment Advisors first reported a position in AET in Q3 2016 and held it in 4 quarters. The position peaked at $321K in Q2 2017. 900 funds tracked by Wall St. Rank hold AET as of Q3 2017.

  • Barry Investment Advisors reported no remaining Aetna Inc position as of Q3 2017 after selling out during the quarter.
  • Barry Investment Advisors sold 2,113 Aetna Inc shares in Q3 2017, an estimated $321K.
  • Barry Investment Advisors first reported a position in Aetna Inc in Q3 2016 and held it in 4 quarters.
  • Barry Investment Advisors's Aetna Inc position peaked at $321K in Q2 2017.
  • 900 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2017.

Based on Barry Investment Advisors's 13F filing for Q3 2017, filed 31 Oct 2017.