CAL
AET

Capital Analysts LLC’s Aetna Inc AET Stock Holding History

Capital Analysts 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
2017
Q1 		– Sell
-20,927
Closed -$2.6M – 381
2016
Q4 		$2.6M Buy
20,927
+1,276
+6% +$153K 0.45% 60
2016
Q3 		$2.27M Buy
19,651
+2,015
+11% +$236K 0.43% 64
2016
Q2 		$2.15M Buy
17,636
+1,320
+8% +$152K 0.43% 67
2016
Q1 		$1.83M Buy
16,316
+1,437
+10% +$154K 0.37% 77
2015
Q4 		$1.61M Sell
14,879
-13,651
-48% -$1.48M 0.33% 82
2015
Q3 		$3.12M Buy
28,530
+10,800
+61% +$1.25M 0.6% 40
2015
Q2 		$2.26M Buy
17,730
+284
+2% +$32.4K 0.46% 55
2015
Q1 		$1.86M Buy
17,446
+300
+2% +$29.4K 0.39% 57
2014
Q4 		$1.52M Sell
17,146
-2,164
-11% -$182K 0.33% 70
2014
Q3 		$1.56M Sell
19,310
-335
-2% -$27.3K 0.37% 67
2014
Q2 		$1.59M Sell
19,645
-447
-2% -$33.8K 0.39% 63
2014
Q1 		$1.51M Buy
20,092
+586
+3% +$41.5K 0.39% 66
2013
Q4 		$1.34M Buy
19,506
+2,238
+13% +$146K 0.36% 77
2013
Q3 		$1.11M Buy
+17,268
New +$1.11M 0.33% 72

Other funds holding AET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Capital Analysts LLC's AET Position: Q1 2017 in Review

Capital Analysts LLC sold out of Aetna Inc (AET) in Q1 2017, closing a stake of 20,927 shares — an estimated $2.6M sold.

Capital Analysts LLC first reported a position in AET in Q3 2013 and held it in 14 quarters. The position peaked at $3.12M in Q3 2015. 880 funds tracked by Wall St. Rank hold AET as of Q1 2017.

  • Capital Analysts LLC reported no remaining Aetna Inc position as of Q1 2017 after selling out during the quarter.
  • Capital Analysts LLC sold 20,927 Aetna Inc shares in Q1 2017, an estimated $2.6M.
  • Capital Analysts LLC first reported a position in Aetna Inc in Q3 2013 and held it in 14 quarters.
  • Capital Analysts LLC's Aetna Inc position peaked at $3.12M in Q3 2015.
  • 880 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2017.

Based on Capital Analysts LLC's 13F filing for Q1 2017, filed 5 May 2017.