Beese Fulmer Investment Management’s Aetna Inc AET Stock Holding History

Beese Fulmer Investment 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
2018 Q3	–	Sell	-1,219	Closed	-$224K	–	200
2018 Q2	$224K	Hold	1,219	–	–	0.05%	171
2018 Q1	$206K	Hold	1,219	–	–	0.05%	173
2017 Q4	$220K	Buy	+1,219	New	+$209K	0.05%	171
2015 Q1	–	Sell	-2,534	Closed	-$225K	–	158
2014 Q4	$225K	Hold	2,534	–	–	0.07%	138
2014 Q3	$205K	Hold	2,534	–	–	0.07%	148
2014 Q2	$205K	Buy	+2,534	New	+$192K	0.07%	148

Other funds holding AET

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

Beese Fulmer Investment Management's AET Position: Q3 2018 in Review

Beese Fulmer Investment Management sold out of Aetna Inc (AET) in Q3 2018, closing a stake of 1,219 shares — an estimated $224K sold.

Beese Fulmer Investment Management first reported a position in AET in Q2 2014 and held it in 6 quarters. The position peaked at $225K in Q4 2014. 1,013 funds tracked by Wall St. Rank hold AET as of Q3 2018.

Beese Fulmer Investment Management reported no remaining Aetna Inc position as of Q3 2018 after selling out during the quarter.
Beese Fulmer Investment Management sold 1,219 Aetna Inc shares in Q3 2018, an estimated $224K.
Beese Fulmer Investment Management first reported a position in Aetna Inc in Q2 2014 and held it in 6 quarters.
Beese Fulmer Investment Management's Aetna Inc position peaked at $225K in Q4 2014.
1,013 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2018.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2018, filed 9 Oct 2018.