Heritage Trust’s Aetna Inc AET Stock Holding History

Heritage Trust’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	-15	Closed	-$2K	–	388
2017 Q2	$2K	Sell	15 -2,400	-99%	-$339K	﹤0.01%	305
2017 Q1	$308K	Buy	+2,415	New	+$303K	0.12%	98

Other funds holding AET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Trust's AET Position: Q3 2017 in Review

Heritage Trust sold out of Aetna Inc (AET) in Q3 2017, closing a stake of 15 shares — an estimated $2K sold.

Heritage Trust first reported a position in AET in Q1 2017 and held it in 2 quarters. The position peaked at $308K in Q1 2017. 900 funds tracked by Wall St. Rank hold AET as of Q3 2017.

Heritage Trust reported no remaining Aetna Inc position as of Q3 2017 after selling out during the quarter.
Heritage Trust sold 15 Aetna Inc shares in Q3 2017, an estimated $2K.
Heritage Trust first reported a position in Aetna Inc in Q1 2017 and held it in 2 quarters.
Heritage Trust's Aetna Inc position peaked at $308K in Q1 2017.
900 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2017.

Based on Heritage Trust's 13F filing for Q3 2017, filed 14 Nov 2017.