FMWA
AET

Forvis Mazars Wealth Advisors’s Aetna Inc AET Stock Holding History

Forvis Mazars 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
2016
Q2 		– Sell
-2,884
Closed -$324K – 199
2016
Q1 		$324K Sell
2,884
-248
-8% -$26.5K 0.05% 134
2015
Q4 		$339K Buy
3,132
+46
+1% +$4.97K 0.05% 138
2015
Q3 		$338K Buy
+3,086
New +$357K 0.06% 127

Other funds holding AET

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Forvis Mazars Wealth Advisors's AET Position: Q2 2016 in Review

Forvis Mazars Wealth Advisors sold out of Aetna Inc (AET) in Q2 2016, closing a stake of 2,884 shares — an estimated $324K sold.

Forvis Mazars Wealth Advisors first reported a position in AET in Q3 2015 and held it in 3 quarters. The position peaked at $339K in Q4 2015. 826 funds tracked by Wall St. Rank hold AET as of Q2 2016.

  • Forvis Mazars Wealth Advisors reported no remaining Aetna Inc position as of Q2 2016 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,884 Aetna Inc shares in Q2 2016, an estimated $324K.
  • Forvis Mazars Wealth Advisors first reported a position in Aetna Inc in Q3 2015 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Aetna Inc position peaked at $339K in Q4 2015.
  • 826 funds tracked by Wall St. Rank held Aetna Inc as of Q2 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2016, filed 12 Jul 2016.