CWM
AET

Cornerstone Wealth Management’s Aetna Inc AET Stock Holding History

Cornerstone 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
2018
Q1 		$231K Sell
1,363
-154
-10% -$27.7K 0.04% 336
2017
Q4 		$282K Sell
1,517
-34
-2% -$5.84K 0.05% 314
2017
Q3 		$249K Buy
1,551
+135
+10% +$21.1K 0.05% 315
2017
Q2 		$220K Sell
1,416
-162
-10% -$22.9K 0.05% 334
2017
Q1 		$202K Buy
+1,578
New +$198K 0.05% 328
2016
Q4 		– Sell
-2,001
Closed -$230K – 309
2016
Q3 		$230K Buy
+2,001
New +$235K 0.08% 233

Other funds holding AET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Cornerstone Wealth Management's AET Position: Q1 2018 in Review

Cornerstone Wealth Management reduced its Aetna Inc (AET) stake by 10% in Q1 2018, selling an estimated $27.7K and leaving 1,363 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #336.

Cornerstone Wealth Management first reported a position in AET in Q3 2016 and has held it in 6 quarters since. The position peaked at $282K in Q4 2017. 1,004 funds tracked by Wall St. Rank hold AET as of Q1 2018.

  • Cornerstone Wealth Management held 1,363 shares of Aetna Inc worth $231K as of Q1 2018.
  • Cornerstone Wealth Management sold 154 Aetna Inc shares in Q1 2018, an estimated $27.7K.
  • Aetna Inc made up 0.04% of Cornerstone Wealth Management's portfolio in Q1 2018, its #336 holding.
  • Cornerstone Wealth Management first reported a position in Aetna Inc in Q3 2016 and has held it in 6 quarters since.
  • Cornerstone Wealth Management's Aetna Inc position peaked at $282K in Q4 2017.
  • 1,004 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.