Kanaly Trust’s Aetna Inc AET Stock Holding History

Kanaly Trust’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	$48K	Hold	384	–	–	0.01%	290
2016 Q3	$44K	Sell	384 -12	-3%	-$1.41K	0.01%	287
2016 Q2	$48K	Buy	396 +16	+4%	+$1.84K	0.01%	286
2016 Q1	$43K	Sell	380 -34	-8%	-$3.64K	0.01%	305
2015 Q4	$45K	Sell	414 -51	-11%	-$5.51K	0.01%	298
2015 Q3	$51K	Hold	465	–	–	0.01%	285
2015 Q2	$59K	Buy	465 +196	+73%	+$22.4K	0.01%	293
2015 Q1	$29K	Buy	269 +119	+79%	+$11.7K	0.01%	344
2014 Q4	$13K	Buy	150 +37	+33%	+$3.1K	﹤0.01%	426
2014 Q3	$9K	Hold	113	–	–	﹤0.01%	477
2014 Q2	$9K	Buy	113 +1	+0.9%	+$76	﹤0.01%	490
2014 Q1	$8K	Buy	+112	New	+$7.93K	﹤0.01%	535

Other funds holding AET

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kanaly Trust's AET Position: Q4 2016 in Review

Kanaly Trust held its Aetna Inc (AET) position steady in Q4 2016 at 384 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #290.

Kanaly Trust first reported a position in AET in Q1 2014 and has held it in 12 quarters since. The position peaked at $59K in Q2 2015. 877 funds tracked by Wall St. Rank hold AET as of Q4 2016.

Kanaly Trust held 384 shares of Aetna Inc worth $48K as of Q4 2016.
Kanaly Trust left its Aetna Inc share count unchanged in Q4 2016.
Aetna Inc made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #290 holding.
Kanaly Trust first reported a position in Aetna Inc in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's Aetna Inc position peaked at $59K in Q2 2015.
877 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.