GGPS
AET

Gary Goldberg Planning Services’s Aetna Inc AET Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$62K Hold
700
– – 0.03% 194
2014
Q3 		$57K Hold
700
– – 0.02% 205
2014
Q2 		$57K Hold
700
– – 0.03% 204
2014
Q1 		$52K Hold
700
– – 0.03% 217
2013
Q4 		$48K Hold
700
– – 0.03% 205
2013
Q3 		$45K Hold
700
– – 0.03% 207
2013
Q2 		$44K Buy
+700
New +$41.1K 0.03% 199

Other funds holding AET

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's AET Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Aetna Inc (AET) position steady in Q4 2014 at 700 shares worth $62K. The position accounts for 0.03% of the portfolio, ranked #194.

Gary Goldberg Planning Services first reported a position in AET in Q2 2013 and has held it in 7 quarters since. 755 funds tracked by Wall St. Rank hold AET as of Q4 2014.

  • Gary Goldberg Planning Services held 700 shares of Aetna Inc worth $62K as of Q4 2014.
  • Gary Goldberg Planning Services left its Aetna Inc share count unchanged in Q4 2014.
  • Aetna Inc made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #194 holding.
  • Gary Goldberg Planning Services first reported a position in Aetna Inc in Q2 2013 and has held it in 7 quarters since.
  • 755 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.