JWM
AET

Jacobus Wealth Management’s Aetna Inc AET Stock Holding History

Jacobus 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
2014
Q4 		– Sell
-1,291
Closed -$105K – 315
2014
Q3 		$105K Sell
1,291
-1,087
-46% -$88.5K 0.03% 294
2014
Q2 		$193K Hold
2,378
– – 0.05% 212
2014
Q1 		$178K Hold
2,378
– – 0.04% 227
2013
Q4 		$163K Buy
2,378
+178
+8% +$11.6K 0.05% 233
2013
Q3 		$141K Hold
2,200
– – 0.05% 208
2013
Q2 		$140K Buy
+2,200
New +$129K 0.05% 199

Other funds holding AET

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobus Wealth Management's AET Position: Q4 2014 in Review

Jacobus Wealth Management sold out of Aetna Inc (AET) in Q4 2014, closing a stake of 1,291 shares — an estimated $105K sold.

Jacobus Wealth Management first reported a position in AET in Q2 2013 and held it in 6 quarters. The position peaked at $193K in Q2 2014. 755 funds tracked by Wall St. Rank hold AET as of Q4 2014.

  • Jacobus Wealth Management reported no remaining Aetna Inc position as of Q4 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 1,291 Aetna Inc shares in Q4 2014, an estimated $105K.
  • Jacobus Wealth Management first reported a position in Aetna Inc in Q2 2013 and held it in 6 quarters.
  • Jacobus Wealth Management's Aetna Inc position peaked at $193K in Q2 2014.
  • 755 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2014.

Based on Jacobus Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.