Beaumont Financial Advisors’s Aetna Inc AET Stock Holding History

Beaumont Financial 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
2016 Q2	–	Sell	-3,519	Closed	-$375K	–	162
2016 Q1	$375K	Buy	+3,519	New	+$377K	0.06%	100
2015 Q4	–	Sell	-1,830	Closed	-$233K	–	153
2015 Q3	$233K	Hold	1,830	–	–	0.03%	121
2015 Q2	$233K	Sell	1,830 -1,839	-50%	-$210K	0.03%	121
2015 Q1	$391K	Sell	3,669 -547	-13%	-$53.6K	0.01%	118
2014 Q4	$375K	Sell	4,216 -15,492	-79%	-$1.3M	0.02%	124
2014 Q3	$1.6M	Sell	19,708 -108,000	-85%	-$8.79M	0.1%	93
2014 Q2	$10.4M	Sell	127,708 -4,349	-3%	-$329K	0.73%	60
2014 Q1	$9.9M	Sell	132,057 -11,074	-8%	-$784K	0.81%	38
2013 Q4	$9.82M	Buy	143,131 +20,471	+17%	+$1.34M	0.81%	50
2013 Q3	$7.85M	Buy	+122,660	New	+$7.87M	0.7%	54

Other funds holding AET

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Beaumont Financial Advisors's AET Position: Q2 2016 in Review

Beaumont Financial Advisors sold out of Aetna Inc (AET) in Q2 2016, closing a stake of 3,519 shares — an estimated $375K sold.

Beaumont Financial Advisors first reported a position in AET in Q3 2013 and held it in 10 quarters. The position peaked at $10.4M in Q2 2014. 826 funds tracked by Wall St. Rank hold AET as of Q2 2016.

Beaumont Financial Advisors reported no remaining Aetna Inc position as of Q2 2016 after selling out during the quarter.
Beaumont Financial Advisors sold 3,519 Aetna Inc shares in Q2 2016, an estimated $375K.
Beaumont Financial Advisors first reported a position in Aetna Inc in Q3 2013 and held it in 10 quarters.
Beaumont Financial Advisors's Aetna Inc position peaked at $10.4M in Q2 2014.
826 funds tracked by Wall St. Rank held Aetna Inc as of Q2 2016.

Based on Beaumont Financial Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.