LWM
AET

LBA Wealth Management’s Aetna Inc AET Stock Holding History

LBA Wealth 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
2016
Q4 		– Sell
-20
Closed -$2K – 495
2016
Q3 		$2K Hold
20
– – ﹤0.01% 419
2016
Q2 		$2K Buy
+20
New +$2.3K ﹤0.01% 405

Other funds holding AET

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BA
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

LBA Wealth Management's AET Position: Q4 2016 in Review

LBA Wealth Management sold out of Aetna Inc (AET) in Q4 2016, closing a stake of 20 shares — an estimated $2K sold.

LBA Wealth Management first reported a position in AET in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 877 funds tracked by Wall St. Rank hold AET as of Q4 2016.

  • LBA Wealth Management reported no remaining Aetna Inc position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 20 Aetna Inc shares in Q4 2016, an estimated $2K.
  • LBA Wealth Management first reported a position in Aetna Inc in Q2 2016 and held it in 2 quarters.
  • LBA Wealth Management's Aetna Inc position peaked at $2K in Q3 2016.
  • 877 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.