IPC
AET

Independent Portfolio Consultants’s Aetna Inc AET Stock Holding History

Independent Portfolio Consultants’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
2015
Q4 		– Sell
-745
Closed -$82K – 827
2015
Q3 		$82K Buy
745
+85
+13% +$9.82K 0.02% 490
2015
Q2 		$84K Buy
660
+620
+1,550% +$70.8K 0.02% 527
2015
Q1 		$4K Buy
+40
New +$3.92K ﹤0.01% 794

Other funds holding AET

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 16.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independent Portfolio Consultants's AET Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Aetna Inc (AET) in Q4 2015, closing a stake of 745 shares — an estimated $82K sold.

Independent Portfolio Consultants first reported a position in AET in Q1 2015 and held it in 3 quarters. The position peaked at $84K in Q2 2015. 826 funds tracked by Wall St. Rank hold AET as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining Aetna Inc position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 745 Aetna Inc shares in Q4 2015, an estimated $82K.
  • Independent Portfolio Consultants first reported a position in Aetna Inc in Q1 2015 and held it in 3 quarters.
  • Independent Portfolio Consultants's Aetna Inc position peaked at $84K in Q2 2015.
  • 826 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.