IWA
AET

IBEX Wealth Advisors’s Aetna Inc AET Stock Holding History

IBEX Wealth Advisors’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
-15,651
Closed -$1.92M – 439
2016
Q4 		$1.92M Buy
15,651
+526
+3% +$63K 0.92% 42
2016
Q3 		$1.75M Buy
+15,125
New +$1.77M 0.96% 38

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

IBEX Wealth Advisors's AET Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Aetna Inc (AET) in Q1 2017, closing a stake of 15,651 shares — an estimated $1.92M sold.

IBEX Wealth Advisors first reported a position in AET in Q3 2016 and held it in 2 quarters. The position peaked at $1.92M in Q4 2016. 880 funds tracked by Wall St. Rank hold AET as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Aetna Inc position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 15,651 Aetna Inc shares in Q1 2017, an estimated $1.92M.
  • IBEX Wealth Advisors first reported a position in Aetna Inc in Q3 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Aetna Inc position peaked at $1.92M in Q4 2016.
  • 880 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.