BAMS
AET

Bellevue Asset Management (Switzerland)’s Aetna Inc AET Stock Holding History

Bellevue Asset Management (Switzerland)’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
Q4 		$5.73M Hold
53,000
– – 0.87% 38
2015
Q3 		$5.8M Buy
53,000
+8,000
+18% +$924K 0.95% 38
2015
Q2 		$5.74M Sell
45,000
-14,000
-24% -$1.6M 0.8% 46
2015
Q1 		$6.29M Buy
+59,000
New +$5.78M 0.88% 43

Other funds holding AET

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bellevue Asset Management (Switzerland)'s AET Position: Q4 2015 in Review

Bellevue Asset Management (Switzerland) held its Aetna Inc (AET) position steady in Q4 2015 at 53,000 shares worth $5.73M. The position accounts for 0.87% of the portfolio, ranked #38.

Bellevue Asset Management (Switzerland) first reported a position in AET in Q1 2015 and has held it in 4 quarters since. The position peaked at $6.29M in Q1 2015. 826 funds tracked by Wall St. Rank hold AET as of Q4 2015.

  • Bellevue Asset Management (Switzerland) held 53,000 shares of Aetna Inc worth $5.73M as of Q4 2015.
  • Bellevue Asset Management (Switzerland) left its Aetna Inc share count unchanged in Q4 2015.
  • Aetna Inc made up 0.87% of Bellevue Asset Management (Switzerland)'s portfolio in Q4 2015, its #38 holding.
  • Bellevue Asset Management (Switzerland) first reported a position in Aetna Inc in Q1 2015 and has held it in 4 quarters since.
  • Bellevue Asset Management (Switzerland)'s Aetna Inc position peaked at $6.29M in Q1 2015.
  • 826 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2015.

Based on Bellevue Asset Management (Switzerland)'s 13F filing for Q4 2015, filed 12 Feb 2016.