RIA
AET

Regal Investment Advisors’s Aetna Inc AET Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-127
Closed -$13K – 993
2015
Q3 		$13K Buy
127
+50
+65% +$5.78K ﹤0.01% 645
2015
Q2 		$9K Hold
77
– – ﹤0.01% 679
2015
Q1 		$8K Hold
77
– – ﹤0.01% 742
2014
Q4 		$7K Buy
77
+1
+1% +$84 ﹤0.01% 703
2014
Q3 		$6K Hold
76
– – ﹤0.01% 781
2014
Q2 		$6K Sell
76
-339
-82% -$25.7K ﹤0.01% 754
2014
Q1 		$31K Buy
415
+339
+446% +$24K 0.01% 434
2013
Q4 		$5K Hold
76
– – ﹤0.01% 686
2013
Q3 		$5K Hold
76
– – ﹤0.01% 716
2013
Q2 		$5K Buy
+76
New +$4.46K ﹤0.01% 711

Other funds holding AET

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Regal Investment Advisors's AET Position: Q4 2015 in Review

Regal Investment Advisors sold out of Aetna Inc (AET) in Q4 2015, closing a stake of 127 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in AET in Q2 2013 and held it in 10 quarters. The position peaked at $31K in Q1 2014. 826 funds tracked by Wall St. Rank hold AET as of Q4 2015.

  • Regal Investment Advisors reported no remaining Aetna Inc position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 127 Aetna Inc shares in Q4 2015, an estimated $13K.
  • Regal Investment Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Aetna Inc position peaked at $31K in Q1 2014.
  • 826 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.