IWMPD
AET

Integrated Wealth Management (Palm Desert)’s Aetna Inc AET Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-48
Closed -$6K – 1185
2016
Q3 		$6K Hold
48
– – ﹤0.01% 884
2016
Q2 		$6K Hold
48
– – ﹤0.01% 892
2016
Q1 		$5K Sell
48
-208
-81% -$22.3K ﹤0.01% 866
2015
Q4 		$28K Buy
256
+58
+29% +$6.27K 0.01% 508
2015
Q3 		$22K Hold
198
– – 0.01% 560
2015
Q2 		$25K Buy
198
+150
+313% +$17.1K 0.01% 548
2015
Q1 		$5K Buy
+48
New +$4.7K ﹤0.01% 951

Other funds holding AET

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AET Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Aetna Inc (AET) in Q4 2016, closing a stake of 48 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AET in Q1 2015 and held it in 7 quarters. The position peaked at $28K in Q4 2015. 876 funds tracked by Wall St. Rank hold AET as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Aetna Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 48 Aetna Inc shares in Q4 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Aetna Inc in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Aetna Inc position peaked at $28K in Q4 2015.
  • 876 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.