JIC
AET

Joel Isaacson & Co’s Aetna Inc AET Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-153
Closed -$19K – 604
2016
Q4 		$19K Hold
153
– – ﹤0.01% 436
2016
Q3 		$18K Hold
153
– – ﹤0.01% 484
2016
Q2 		$19K Sell
153
-48
-24% -$5.51K ﹤0.01% 475
2016
Q1 		$23K Sell
201
-65
-24% -$6.96K 0.01% 469
2015
Q4 		$29K Hold
266
– – 0.01% 413
2015
Q3 		$29K Sell
266
-110
-29% -$12.7K 0.01% 425
2015
Q2 		$48K Buy
376
+214
+132% +$24.4K 0.01% 369
2015
Q1 		$17K Hold
162
– – ﹤0.01% 518
2014
Q4 		$14K Buy
162
+114
+238% +$9.57K ﹤0.01% 477
2014
Q3 		$4K Buy
+48
New +$3.91K ﹤0.01% 546

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Joel Isaacson & Co's AET Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Aetna Inc (AET) in Q1 2017, closing a stake of 153 shares — an estimated $19K sold.

Joel Isaacson & Co first reported a position in AET in Q3 2014 and held it in 10 quarters. The position peaked at $48K in Q2 2015. 880 funds tracked by Wall St. Rank hold AET as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Aetna Inc position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 153 Aetna Inc shares in Q1 2017, an estimated $19K.
  • Joel Isaacson & Co first reported a position in Aetna Inc in Q3 2014 and held it in 10 quarters.
  • Joel Isaacson & Co's Aetna Inc position peaked at $48K in Q2 2015.
  • 880 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.