OAM
AET

Occidental Asset Management’s Aetna Inc AET Stock Holding History

Occidental Asset 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
2018
Q3 		– Sell
-1,983
Closed -$364K – 164
2018
Q2 		$364K Buy
1,983
+23
+1% +$4.1K 0.19% 103
2018
Q1 		$331K Hold
1,960
– – 0.18% 108
2017
Q4 		$354K Buy
1,960
+29
+2% +$4.98K 0.18% 105
2017
Q3 		$307K Buy
1,931
+41
+2% +$6.41K 0.17% 105
2017
Q2 		$287K Buy
1,890
+202
+12% +$28.6K 0.17% 102
2017
Q1 		$215K Buy
+1,688
New +$212K 0.14% 118

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

Occidental Asset Management's AET Position: Q3 2018 in Review

Occidental Asset Management sold out of Aetna Inc (AET) in Q3 2018, closing a stake of 1,983 shares — an estimated $364K sold.

Occidental Asset Management first reported a position in AET in Q1 2017 and held it in 6 quarters. The position peaked at $364K in Q2 2018. 1,013 funds tracked by Wall St. Rank hold AET as of Q3 2018.

  • Occidental Asset Management reported no remaining Aetna Inc position as of Q3 2018 after selling out during the quarter.
  • Occidental Asset Management sold 1,983 Aetna Inc shares in Q3 2018, an estimated $364K.
  • Occidental Asset Management first reported a position in Aetna Inc in Q1 2017 and held it in 6 quarters.
  • Occidental Asset Management's Aetna Inc position peaked at $364K in Q2 2018.
  • 1,013 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2018.

Based on Occidental Asset Management's 13F filing for Q3 2018, filed 19 Mar 2019.