EWM
AET

Evercore Wealth Management’s Aetna Inc AET Stock Holding History

Evercore 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 		– Sell
-600
Closed -$108K – 895
2017
Q4 		$108K Hold
600
– – ﹤0.01% 449
2017
Q3 		$95K Hold
600
– – ﹤0.01% 476
2017
Q2 		$91K Sell
600
-157
-21% -$22.2K ﹤0.01% 487
2017
Q1 		$97K Sell
757
-1,059
-58% -$133K ﹤0.01% 490
2016
Q4 		$225K Sell
1,816
-1,218
-40% -$146K 0.01% 344
2016
Q3 		$351K Buy
3,034
+981
+48% +$115K 0.01% 292
2016
Q2 		$251K Buy
2,053
+1,286
+168% +$148K 0.01% 324
2016
Q1 		$86K Hold
767
– – ﹤0.01% 481
2015
Q4 		$83K Buy
767
+610
+389% +$65.9K ﹤0.01% 508
2015
Q3 		$17K Buy
157
+135
+614% +$15.6K ﹤0.01% 776
2015
Q2 		$3K Sell
22
-61
-73% -$6.96K ﹤0.01% 1019
2015
Q1 		$8K Buy
83
+61
+277% +$5.98K ﹤0.01% 898
2014
Q4 		$2K Buy
+22
New +$1.85K ﹤0.01% 850
2013
Q4 		– Sell
-60
Closed -$4K – 1016
2013
Q3 		$4K Buy
+60
New +$3.85K ﹤0.01% 918

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Evercore Wealth Management sold out of Aetna Inc (AET) in Q1 2018, closing a stake of 600 shares — an estimated $108K sold.

Evercore Wealth Management first reported a position in AET in Q3 2013 and held it in 14 quarters. The position peaked at $351K in Q3 2016. 1,004 funds tracked by Wall St. Rank hold AET as of Q1 2018.

  • Evercore Wealth Management reported no remaining Aetna Inc position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 600 Aetna Inc shares in Q1 2018, an estimated $108K.
  • Evercore Wealth Management first reported a position in Aetna Inc in Q3 2013 and held it in 14 quarters.
  • Evercore Wealth Management's Aetna Inc position peaked at $351K in Q3 2016.
  • 1,004 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.