MCWS
AET

McKinley Carter Wealth Services’s Aetna Inc AET Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-86
Closed -$15K – 428
2018
Q1 		$15K Buy
+86
New +$15.5K ﹤0.01% 354

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

McKinley Carter Wealth Services's AET Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Aetna Inc (AET) in Q2 2018, closing a stake of 86 shares — an estimated $15K sold.

McKinley Carter Wealth Services first reported a position in AET in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 1,017 funds tracked by Wall St. Rank hold AET as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Aetna Inc position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 86 Aetna Inc shares in Q2 2018, an estimated $15K.
  • McKinley Carter Wealth Services first reported a position in Aetna Inc in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Aetna Inc position peaked at $15K in Q1 2018.
  • 1,017 funds tracked by Wall St. Rank held Aetna Inc as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.