EWM
AET

Edge Wealth Management’s Aetna Inc AET Stock Holding History

Edge 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
-2
Closed -$1K – 571
2017
Q2 		$1K Hold
2
– – ﹤0.01% 520
2017
Q1 		$1K Buy
+2
New +$251 ﹤0.01% 503
2016
Q1 		– Sell
-44,421
Closed -$4.85M – 506
2015
Q4 		$4.85M Buy
44,421
+13,724
+45% +$1.48M 1.83% 18
2015
Q3 		$3.33M Sell
30,697
-817
-3% -$94.4K 1.26% 30
2015
Q2 		$4.03M Sell
31,514
-5,189
-14% -$592K 1.38% 27
2015
Q1 		$3.93M Sell
36,703
-40,481
-52% -$3.97M 1.32% 26
2014
Q4 		$6.89M Buy
77,184
+2,221
+3% +$186K 2.53% 13
2014
Q3 		$6.09M Buy
74,963
+843
+1% +$68.6K 2.35% 16
2014
Q2 		$6.01M Buy
74,120
+3,978
+6% +$301K 2.5% 15
2014
Q1 		$5.26M Sell
70,142
-3,030
-4% -$214K 2.2% 19
2013
Q4 		$5.02M Buy
73,172
+1,303
+2% +$85K 2.32% 20
2013
Q3 		$4.6M Sell
71,869
-1,714
-2% -$110K 2.81% 15
2013
Q2 		$4.71M Buy
+73,583
New +$4.32M 3.15% 12

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

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

Edge Wealth Management sold out of Aetna Inc (AET) in Q3 2017, closing a stake of 2 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in AET in Q2 2013 and held it in 13 quarters. The position peaked at $6.89M in Q4 2014. 900 funds tracked by Wall St. Rank hold AET as of Q3 2017.

  • Edge Wealth Management reported no remaining Aetna Inc position as of Q3 2017 after selling out during the quarter.
  • Edge Wealth Management sold 2 Aetna Inc shares in Q3 2017, an estimated $1K.
  • Edge Wealth Management first reported a position in Aetna Inc in Q2 2013 and held it in 13 quarters.
  • Edge Wealth Management's Aetna Inc position peaked at $6.89M in Q4 2014.
  • 900 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2017.

Based on Edge Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.