CWM
AET

Calamos Wealth Management’s Aetna Inc AET Stock Holding History

Calamos Wealth 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
2017
Q4 		– Sell
-8,932
Closed -$1.42M – 242
2017
Q3 		$1.42M Buy
8,932
+13
+0.1% +$2.03K 0.2% 115
2017
Q2 		$1.35M Buy
8,919
+65
+0.7% +$9.19K 0.19% 124
2017
Q1 		$1.13M Sell
8,854
-2,392
-21% -$300K 0.17% 137
2016
Q4 		$1.4M Buy
+11,246
New +$1.35M 0.22% 130

Other funds holding AET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Calamos Wealth Management's AET Position: Q4 2017 in Review

Calamos Wealth Management sold out of Aetna Inc (AET) in Q4 2017, closing a stake of 8,932 shares — an estimated $1.42M sold.

Calamos Wealth Management first reported a position in AET in Q4 2016 and held it in 4 quarters. The position peaked at $1.42M in Q3 2017. 1,033 funds tracked by Wall St. Rank hold AET as of Q4 2017.

  • Calamos Wealth Management reported no remaining Aetna Inc position as of Q4 2017 after selling out during the quarter.
  • Calamos Wealth Management sold 8,932 Aetna Inc shares in Q4 2017, an estimated $1.42M.
  • Calamos Wealth Management first reported a position in Aetna Inc in Q4 2016 and held it in 4 quarters.
  • Calamos Wealth Management's Aetna Inc position peaked at $1.42M in Q3 2017.
  • 1,033 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2017.

Based on Calamos Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.