BWL
AET

Bogart Wealth LLC’s Aetna Inc AET Stock Holding History

Bogart Wealth LLC’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
-150
Closed -$27K – 372
2018
Q2 		$27K Hold
150
– – 0.02% 182
2018
Q1 		$26K Hold
150
– – 0.02% 182
2017
Q4 		$27K Hold
150
– – 0.02% 182
2017
Q3 		$24K Buy
+150
New +$23.4K 0.02% 184

Other funds holding AET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bogart Wealth LLC's AET Position: Q3 2018 in Review

Bogart Wealth LLC sold out of Aetna Inc (AET) in Q3 2018, closing a stake of 150 shares — an estimated $27K sold.

Bogart Wealth LLC first reported a position in AET in Q3 2017 and held it in 4 quarters. The position peaked at $27K in Q2 2018. 1,013 funds tracked by Wall St. Rank hold AET as of Q3 2018.

  • Bogart Wealth LLC reported no remaining Aetna Inc position as of Q3 2018 after selling out during the quarter.
  • Bogart Wealth LLC sold 150 Aetna Inc shares in Q3 2018, an estimated $27K.
  • Bogart Wealth LLC first reported a position in Aetna Inc in Q3 2017 and held it in 4 quarters.
  • Bogart Wealth LLC's Aetna Inc position peaked at $27K in Q2 2018.
  • 1,013 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2018.

Based on Bogart Wealth LLC's 13F filing for Q3 2018, filed 16 Oct 2018.