PWAG
AET

Polaris Wealth Advisory Group’s Aetna Inc AET Stock Holding History

Polaris Wealth Advisory 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
2017
Q1 		– Sell
-119,013
Closed -$14.8M – 126
2016
Q4 		$14.8M Sell
119,013
-4,619
-4% -$553K 1.71% 27
2016
Q3 		$14.3M Buy
123,632
+5,892
+5% +$691K 1.71% 30
2016
Q2 		$14.4M Buy
117,740
+14,075
+14% +$1.62M 2.23% 20
2016
Q1 		$11.6M Buy
103,665
+20,336
+24% +$2.18M 1.82% 28
2015
Q4 		$9.01M Buy
83,329
+16,717
+25% +$1.81M 1.45% 35
2015
Q3 		$7.29M Buy
66,612
+8,161
+14% +$943K 1.49% 28
2015
Q2 		$7.45M Buy
58,451
+6,264
+12% +$715K 1.48% 19
2015
Q1 		$5.56M Buy
52,187
+17,189
+49% +$1.68M 1.01% 26
2014
Q4 		$3.11M Buy
+34,998
New +$2.94M 0.64% 46
2013
Q4 		– Sell
-12,850
Closed -$823K – 196
2013
Q3 		$823K Buy
12,850
+4,240
+49% +$272K 0.26% 46
2013
Q2 		$547K Buy
+8,610
New +$506K 0.22% 48

Other funds holding AET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Polaris Wealth Advisory Group's AET Position: Q1 2017 in Review

Polaris Wealth Advisory Group sold out of Aetna Inc (AET) in Q1 2017, closing a stake of 119,013 shares — an estimated $14.8M sold.

Polaris Wealth Advisory Group first reported a position in AET in Q2 2013 and held it in 11 quarters. The position peaked at $14.8M in Q4 2016. 880 funds tracked by Wall St. Rank hold AET as of Q1 2017.

  • Polaris Wealth Advisory Group reported no remaining Aetna Inc position as of Q1 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 119,013 Aetna Inc shares in Q1 2017, an estimated $14.8M.
  • Polaris Wealth Advisory Group first reported a position in Aetna Inc in Q2 2013 and held it in 11 quarters.
  • Polaris Wealth Advisory Group's Aetna Inc position peaked at $14.8M in Q4 2016.
  • 880 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2017, filed 26 Apr 2017.