GWM
AET

Gupta Wealth Management’s Aetna Inc AET Stock Holding History

Gupta 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
2016
Q1 		$62K Sell
555
-722
-57% -$77.3K 0.01% 404
2015
Q4 		$138K Buy
1,277
+722
+130% +$78K 0.04% 289
2015
Q3 		$61K Buy
555
+506
+1,033% +$58.5K 0.01% 412
2015
Q2 		$6K Hold
49
– – ﹤0.01% 1007
2015
Q1 		$5K Buy
+49
New +$4.8K ﹤0.01% 905

Other funds holding AET

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $717B AUM 35.42% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Gupta Wealth Management's AET Position: Q1 2016 in Review

Gupta Wealth Management reduced its Aetna Inc (AET) stake by 57% in Q1 2016, selling an estimated $77.3K and leaving 555 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #404.

Gupta Wealth Management first reported a position in AET in Q1 2015 and has held it in 5 quarters since. The position peaked at $138K in Q4 2015. 822 funds tracked by Wall St. Rank hold AET as of Q1 2016.

  • Gupta Wealth Management held 555 shares of Aetna Inc worth $62K as of Q1 2016.
  • Gupta Wealth Management sold 722 Aetna Inc shares in Q1 2016, an estimated $77.3K.
  • Aetna Inc made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #404 holding.
  • Gupta Wealth Management first reported a position in Aetna Inc in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Aetna Inc position peaked at $138K in Q4 2015.
  • 822 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.