KCM
AET

Karp Capital Management’s Aetna Inc AET Stock Holding History

Karp Capital 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
2015
Q4 		– Sell
-890
Closed -$97K – 316
2015
Q3 		$97K Hold
890
– – 0.07% 129
2015
Q2 		$113K Hold
890
– – 0.08% 120
2015
Q1 		$95K Buy
890
+200
+29% +$19.6K 0.06% 138
2014
Q4 		$61K Buy
+690
New +$57.9K 0.04% 156

Other funds holding AET

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Karp Capital Management's AET Position: Q4 2015 in Review

Karp Capital Management sold out of Aetna Inc (AET) in Q4 2015, closing a stake of 890 shares — an estimated $97K sold.

Karp Capital Management first reported a position in AET in Q4 2014 and held it in 4 quarters. The position peaked at $113K in Q2 2015. 826 funds tracked by Wall St. Rank hold AET as of Q4 2015.

  • Karp Capital Management reported no remaining Aetna Inc position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 890 Aetna Inc shares in Q4 2015, an estimated $97K.
  • Karp Capital Management first reported a position in Aetna Inc in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Aetna Inc position peaked at $113K in Q2 2015.
  • 826 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.