IFWM
AET

Institute for Wealth Management’s Aetna Inc AET Stock Holding History

Institute for 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
2018
Q1 		– Sell
-1,162
Closed -$208K – 420
2017
Q4 		$208K Buy
+1,162
New +$200K 0.05% 354
2017
Q3 		– Sell
-1,326
Closed -$201K – 419
2017
Q2 		$201K Buy
+1,326
New +$187K 0.06% 378

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Institute for Wealth Management's AET Position: Q1 2018 in Review

Institute for Wealth Management sold out of Aetna Inc (AET) in Q1 2018, closing a stake of 1,162 shares — an estimated $208K sold.

Institute for Wealth Management first reported a position in AET in Q2 2017 and held it in 2 quarters. The position peaked at $208K in Q4 2017. 1,004 funds tracked by Wall St. Rank hold AET as of Q1 2018.

  • Institute for Wealth Management reported no remaining Aetna Inc position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 1,162 Aetna Inc shares in Q1 2018, an estimated $208K.
  • Institute for Wealth Management first reported a position in Aetna Inc in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's Aetna Inc position peaked at $208K in Q4 2017.
  • 1,004 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.