LSAG
AET

Lake Street Advisors Group’s Aetna Inc AET Stock Holding History

Lake Street Advisors Group’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
2018
Q3 		– Sell
-1,219
Closed -$224K – 329
2018
Q2 		$224K Sell
1,219
-330
-21% -$58.8K 0.02% 290
2018
Q1 		$262K Buy
1,549
+194
+14% +$34.9K 0.03% 239
2017
Q4 		$244K Buy
+1,355
New +$233K 0.03% 280

Other funds holding AET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Street Advisors Group's AET Position: Q3 2018 in Review

Lake Street Advisors Group sold out of Aetna Inc (AET) in Q3 2018, closing a stake of 1,219 shares — an estimated $224K sold.

Lake Street Advisors Group first reported a position in AET in Q4 2017 and held it in 3 quarters. The position peaked at $262K in Q1 2018. 1,013 funds tracked by Wall St. Rank hold AET as of Q3 2018.

  • Lake Street Advisors Group reported no remaining Aetna Inc position as of Q3 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,219 Aetna Inc shares in Q3 2018, an estimated $224K.
  • Lake Street Advisors Group first reported a position in Aetna Inc in Q4 2017 and held it in 3 quarters.
  • Lake Street Advisors Group's Aetna Inc position peaked at $262K in Q1 2018.
  • 1,013 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.