CWA
AET

Constellation Wealth Advisors’s Aetna Inc AET Stock Holding History

Constellation Wealth Advisors’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
2014
Q2 		– Sell
-5,500
Closed -$412K – 220
2014
Q1 		$412K Buy
+5,500
New +$389K 0.04% 154

Other funds holding AET

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Constellation Wealth Advisors's AET Position: Q2 2014 in Review

Constellation Wealth Advisors sold out of Aetna Inc (AET) in Q2 2014, closing a stake of 5,500 shares — an estimated $412K sold.

Constellation Wealth Advisors first reported a position in AET in Q1 2014 and held it in 1 quarter. The position peaked at $412K in Q1 2014. 676 funds tracked by Wall St. Rank hold AET as of Q2 2014.

  • Constellation Wealth Advisors reported no remaining Aetna Inc position as of Q2 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 5,500 Aetna Inc shares in Q2 2014, an estimated $412K.
  • Constellation Wealth Advisors first reported a position in Aetna Inc in Q1 2014 and held it in 1 quarter.
  • Constellation Wealth Advisors's Aetna Inc position peaked at $412K in Q1 2014.
  • 676 funds tracked by Wall St. Rank held Aetna Inc as of Q2 2014.

Based on Constellation Wealth Advisors's 13F filing for Q2 2014, filed 9 Jul 2014.