BIM
AET

BRC Investment Management’s Aetna Inc AET Stock Holding History

BRC 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
2015
Q2 		– Sell
-194,916
Closed -$20.8M – 160
2015
Q1 		$20.8M Sell
194,916
-63,569
-25% -$6.23M 2.88% 9
2014
Q4 		$23M Buy
258,485
+14,140
+6% +$1.19M 3.12% 2
2014
Q3 		$19.8M Sell
244,345
-6,758
-3% -$550K 3.01% 3
2014
Q2 		$20.4M Buy
+251,103
New +$19M 2.93% 5
2013
Q4 		– Sell
-17,456
Closed -$1.12M – 180
2013
Q3 		$1.12M Sell
17,456
-5,390
-24% -$346K 0.17% 65
2013
Q2 		$1.45M Buy
+22,846
New +$1.34M 0.26% 56

Other funds holding AET

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

BRC Investment Management's AET Position: Q2 2015 in Review

BRC Investment Management sold out of Aetna Inc (AET) in Q2 2015, closing a stake of 194,916 shares — an estimated $20.8M sold.

BRC Investment Management first reported a position in AET in Q2 2013 and held it in 6 quarters. The position peaked at $23M in Q4 2014. 850 funds tracked by Wall St. Rank hold AET as of Q2 2015.

  • BRC Investment Management reported no remaining Aetna Inc position as of Q2 2015 after selling out during the quarter.
  • BRC Investment Management sold 194,916 Aetna Inc shares in Q2 2015, an estimated $20.8M.
  • BRC Investment Management first reported a position in Aetna Inc in Q2 2013 and held it in 6 quarters.
  • BRC Investment Management's Aetna Inc position peaked at $23M in Q4 2014.
  • 850 funds tracked by Wall St. Rank held Aetna Inc as of Q2 2015.

Based on BRC Investment Management's 13F filing for Q2 2015, filed 4 Aug 2015.