FWM
AET

Frontier Wealth Management’s Aetna Inc AET Stock Holding History

Frontier 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
-1,620
Closed -$246K – 410
2017
Q2 		$246K Hold
1,620
– – 0.04% 331
2017
Q1 		$207K Sell
1,620
-325
-17% -$40.8K 0.03% 358
2016
Q4 		$241K Sell
1,945
-325
-14% -$38.9K 0.04% 322
2016
Q3 		$262K Hold
2,270
– – 0.04% 298
2016
Q2 		$277K Sell
2,270
-49
-2% -$5.63K 0.04% 284
2016
Q1 		$261K Hold
2,319
– – 0.02% 274
2015
Q4 		$251K Buy
2,319
+73
+3% +$7.89K 0.04% 278
2015
Q3 		$246K Buy
2,246
+247
+12% +$28.5K 0.04% 276
2015
Q2 		$255K Buy
+1,999
New +$228K 0.04% 280

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

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

Frontier Wealth Management sold out of Aetna Inc (AET) in Q3 2017, closing a stake of 1,620 shares — an estimated $246K sold.

Frontier Wealth Management first reported a position in AET in Q2 2015 and held it in 9 quarters. The position peaked at $277K in Q2 2016. 900 funds tracked by Wall St. Rank hold AET as of Q3 2017.

  • Frontier Wealth Management reported no remaining Aetna Inc position as of Q3 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 1,620 Aetna Inc shares in Q3 2017, an estimated $246K.
  • Frontier Wealth Management first reported a position in Aetna Inc in Q2 2015 and held it in 9 quarters.
  • Frontier Wealth Management's Aetna Inc position peaked at $277K in Q2 2016.
  • 900 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2017.

Based on Frontier Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.