Lenox Wealth Advisors’s Aetna Inc AET Stock Holding History

Lenox Wealth Advisors’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	-4	Closed	-$1K	–	548
2018 Q2	$1K	Buy	+4	New	+$713	﹤0.01%	534
2016 Q2	–	Sell	-21	Closed	-$2K	–	274
2016 Q1	$2K	Sell	21 -130	-86%	-$13.9K	﹤0.01%	231
2015 Q4	$16K	Buy	151 +65	+76%	+$7.03K	0.01%	159
2015 Q3	$9K	Hold	86	–	–	﹤0.01%	194
2015 Q2	$11K	Buy	86 +21	+32%	+$2.4K	﹤0.01%	135
2015 Q1	$7K	Hold	65	–	–	﹤0.01%	206
2014 Q4	$6K	Sell	65 -21	-24%	-$1.76K	﹤0.01%	226
2014 Q3	$7K	Hold	86	–	–	﹤0.01%	210
2014 Q2	$7K	Hold	86	–	–	﹤0.01%	156
2014 Q1	$6K	Hold	86	–	–	﹤0.01%	162
2013 Q4	$6K	Hold	86	–	–	﹤0.01%	224
2013 Q3	$6K	Hold	86	–	–	0.01%	156
2013 Q2	$5K	Buy	+86	New	+$5.05K	0.01%	194

Other funds holding AET

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Lenox Wealth Advisors's AET Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Aetna Inc (AET) in Q3 2018, closing a stake of 4 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in AET in Q2 2013 and held it in 13 quarters. The position peaked at $16K in Q4 2015. 1,013 funds tracked by Wall St. Rank hold AET as of Q3 2018.

Lenox Wealth Advisors reported no remaining Aetna Inc position as of Q3 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 4 Aetna Inc shares in Q3 2018, an estimated $1K.
Lenox Wealth Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 13 quarters.
Lenox Wealth Advisors's Aetna Inc position peaked at $16K in Q4 2015.
1,013 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.