Investors Capital Advisory Services’s Aetna Inc AET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$213K Buy
+1,754
New +$201K 0.04% 569
2015
Q4
Sell
-3,016
Closed -$329K 752
2015
Q3
$329K Buy
3,016
+821
+37% +$94.9K 0.07% 409
2015
Q2
$278K Buy
+2,195
New +$251K 0.05% 504

Other funds holding AET

Investors Capital Advisory Services's AET Position: Q2 2016 in Review

Investors Capital Advisory Services opened a new position in Aetna Inc (AET) in Q2 2016: 1,754 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #569 among its holdings. This is a return to the name: Investors Capital Advisory Services previously reported a position in AET as recently as Q3 2015.

Investors Capital Advisory Services first reported a position in AET in Q2 2015 and has held it in 3 quarters since. The position peaked at $329K in Q3 2015. 826 funds tracked by Wall St. Rank hold AET as of Q2 2016.

  • Investors Capital Advisory Services held 1,754 shares of Aetna Inc worth $213K as of Q2 2016.
  • Aetna Inc was a new Investors Capital Advisory Services position in Q2 2016.
  • Aetna Inc made up 0.04% of Investors Capital Advisory Services's portfolio in Q2 2016, its #569 holding.
  • Investors Capital Advisory Services first reported a position in Aetna Inc in Q2 2015 and has held it in 3 quarters since.
  • Investors Capital Advisory Services's Aetna Inc position peaked at $329K in Q3 2015.
  • 826 funds tracked by Wall St. Rank held Aetna Inc as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.