GC
AET

Grimes & Company’s Aetna Inc AET Stock Holding History

Grimes & Company’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
Q1 		– Sell
-4,504
Closed -$559K – 217
2016
Q4 		$559K Sell
4,504
-42,582
-90% -$5.1M 0.06% 130
2016
Q3 		$5.44M Sell
47,086
-975
-2% -$114K 0.73% 44
2016
Q2 		$5.87M Sell
48,061
-550
-1% -$63.2K 0.78% 32
2016
Q1 		$5.46M Sell
48,611
-853
-2% -$91.3K 0.7% 36
2015
Q4 		$5.35M Sell
49,464
-271
-0.5% -$29.3K 0.72% 34
2015
Q3 		$5.44M Buy
49,735
+424
+0.9% +$49K 0.7% 35
2015
Q2 		$6.29M Buy
49,311
+839
+2% +$95.8K 0.89% 32
2015
Q1 		$5.16M Buy
48,472
+27,625
+133% +$2.71M 1.24% 34
2014
Q4 		$1.85M Buy
+20,847
New +$1.75M 0.48% 69

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Grimes & Company's AET Position: Q1 2017 in Review

Grimes & Company sold out of Aetna Inc (AET) in Q1 2017, closing a stake of 4,504 shares — an estimated $559K sold.

Grimes & Company first reported a position in AET in Q4 2014 and held it in 9 quarters. The position peaked at $6.29M in Q2 2015. 880 funds tracked by Wall St. Rank hold AET as of Q1 2017.

  • Grimes & Company reported no remaining Aetna Inc position as of Q1 2017 after selling out during the quarter.
  • Grimes & Company sold 4,504 Aetna Inc shares in Q1 2017, an estimated $559K.
  • Grimes & Company first reported a position in Aetna Inc in Q4 2014 and held it in 9 quarters.
  • Grimes & Company's Aetna Inc position peaked at $6.29M in Q2 2015.
  • 880 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2017.

Based on Grimes & Company's 13F filing for Q1 2017, filed 1 May 2017.