Jones Financial Companies
AET

Jones Financial Companies’s Aetna Inc AET Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-63
Closed -$4K – 611
2013
Q3 		$4K Sell
63
-1,032
-94% -$66.2K ﹤0.01% 614
2013
Q2 		$70K Buy
+1,095
New +$64.3K ﹤0.01% 287

Other funds holding AET

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jones Financial Companies's AET Position: Q4 2013 in Review

Jones Financial Companies sold out of Aetna Inc (AET) in Q4 2013, closing a stake of 63 shares — an estimated $4K sold.

Jones Financial Companies first reported a position in AET in Q2 2013 and held it in 2 quarters. The position peaked at $70K in Q2 2013. 625 funds tracked by Wall St. Rank hold AET as of Q4 2013.

  • Jones Financial Companies reported no remaining Aetna Inc position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 63 Aetna Inc shares in Q4 2013, an estimated $4K.
  • Jones Financial Companies first reported a position in Aetna Inc in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Aetna Inc position peaked at $70K in Q2 2013.
  • 625 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.