CWM
AET

Concert Wealth Management’s Aetna Inc AET Stock Holding History

Concert 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
Q3 		– Sell
-1,661
Closed -$252K – 156
2017
Q2 		$252K Sell
1,661
-1,601
-49% -$226K 0.24% 117
2017
Q1 		$405K Buy
3,262
+14
+0.4% +$1.76K 0.09% 293
2016
Q4 		$403K Buy
3,248
+12
+0.4% +$1.44K 0.09% 301
2016
Q3 		$377K Sell
3,236
-188
-5% -$22K 0.05% 436
2016
Q2 		$417K Buy
3,424
+226
+7% +$25.9K 0.06% 380
2016
Q1 		$357K Sell
3,198
-245
-7% -$26.2K 0.05% 422
2015
Q4 		$373K Buy
3,443
+48
+1% +$5.19K 0.05% 420
2015
Q3 		$371K Sell
3,395
-151
-4% -$17.4K 0.05% 425
2015
Q2 		$453K Buy
+3,546
New +$405K 0.06% 380
2015
Q1 		– Sell
-4,133
Closed -$369K – 656
2014
Q4 		$369K Buy
4,133
+317
+8% +$26.6K 0.06% 390
2014
Q3 		$308K Buy
3,816
+156
+4% +$12.7K 0.04% 386
2014
Q2 		$282K Buy
3,660
+544
+17% +$41.2K 0.03% 428
2014
Q1 		$230K Buy
+3,116
New +$221K 0.03% 472

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concert Wealth Management's AET Position: Q3 2017 in Review

Concert Wealth Management sold out of Aetna Inc (AET) in Q3 2017, closing a stake of 1,661 shares — an estimated $252K sold.

Concert Wealth Management first reported a position in AET in Q1 2014 and held it in 13 quarters. The position peaked at $453K in Q2 2015. 900 funds tracked by Wall St. Rank hold AET as of Q3 2017.

  • Concert Wealth Management reported no remaining Aetna Inc position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,661 Aetna Inc shares in Q3 2017, an estimated $252K.
  • Concert Wealth Management first reported a position in Aetna Inc in Q1 2014 and held it in 13 quarters.
  • Concert Wealth Management's Aetna Inc position peaked at $453K in Q2 2015.
  • 900 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.