Endurance Wealth Management’s Aetna Inc AET Stock Holding History

Endurance 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 Q3	–	Sell	-3,000	Closed	-$551K	–	502
2018 Q2	$551K	Sell	3,000 -192	-6%	-$34.2K	0.09%	119
2018 Q1	$539K	Buy	3,192 +3,000	+1,563%	+$539K	0.09%	120
2017 Q4	$35K	Hold	192	–	–	0.01%	299
2017 Q3	$31K	Hold	192	–	–	0.01%	308
2017 Q2	$29K	Hold	192	–	–	﹤0.01%	325
2017 Q1	$24K	Hold	192	–	–	﹤0.01%	338
2016 Q4	$24K	Hold	192	–	–	﹤0.01%	325
2016 Q3	$22K	Hold	192	–	–	﹤0.01%	333
2016 Q2	$23K	Hold	192	–	–	﹤0.01%	318
2016 Q1	$22	Hold	192	–	–	﹤0.01%	327
2015 Q4	$21K	Hold	192	–	–	﹤0.01%	337
2015 Q3	$21K	Hold	192	–	–	﹤0.01%	337
2015 Q2	$24K	Buy	+192	New	+$21.9K	﹤0.01%	340

Other funds holding AET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Endurance Wealth Management's AET Position: Q3 2018 in Review

Endurance Wealth Management sold out of Aetna Inc (AET) in Q3 2018, closing a stake of 3,000 shares — an estimated $551K sold.

Endurance Wealth Management first reported a position in AET in Q2 2015 and held it in 13 quarters. The position peaked at $551K in Q2 2018. 1,013 funds tracked by Wall St. Rank hold AET as of Q3 2018.

Endurance Wealth Management reported no remaining Aetna Inc position as of Q3 2018 after selling out during the quarter.
Endurance Wealth Management sold 3,000 Aetna Inc shares in Q3 2018, an estimated $551K.
Endurance Wealth Management first reported a position in Aetna Inc in Q2 2015 and held it in 13 quarters.
Endurance Wealth Management's Aetna Inc position peaked at $551K in Q2 2018.
1,013 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2018.

Based on Endurance Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.