Rockefeller Financial Services’s Aetna Inc AET Stock Holding History

Rockefeller Financial 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
2017 Q4	$2.62M	Buy	14,502 +10,882	+301%	+$1.87M	0.04%	173
2017 Q3	$576K	Buy	3,620 +2,620	+262%	+$409K	0.01%	255
2017 Q2	$152K	Hold	1,000	–	–	﹤0.01%	316
2017 Q1	$128K	Hold	1,000	–	–	﹤0.01%	340
2016 Q4	$124K	Hold	1,000	–	–	﹤0.01%	360
2016 Q3	$115K	Hold	1,000	–	–	﹤0.01%	341
2016 Q2	$122K	Sell	1,000 -99	-9%	-$11.4K	﹤0.01%	342
2016 Q1	$123K	Buy	1,099 +99	+10%	+$10.6K	﹤0.01%	356
2015 Q4	$108K	Hold	1,000	–	–	﹤0.01%	386
2015 Q3	$109K	Hold	1,000	–	–	﹤0.01%	371
2015 Q2	$127K	Hold	1,000	–	–	﹤0.01%	347
2015 Q1	$107K	Hold	1,000	–	–	﹤0.01%	371
2014 Q4	$89K	Hold	1,000	–	–	﹤0.01%	362
2014 Q3	$81K	Buy	+1,000	New	+$81.4K	﹤0.01%	380
2014 Q2	–	Sell	-1,000	Closed	-$75K	–	651
2014 Q1	$75K	Hold	1,000	–	–	﹤0.01%	409
2013 Q4	$69K	Hold	1,000	–	–	﹤0.01%	401
2013 Q3	$64K	Hold	1,000	–	–	﹤0.01%	404
2013 Q2	$64K	Buy	+1,000	New	+$58.7K	﹤0.01%	402

Other funds holding AET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Rockefeller Financial Services's AET Position: Q4 2017 in Review

Rockefeller Financial Services increased its Aetna Inc (AET) stake by 301% in Q4 2017, buying an estimated $1.87M and bringing the position to 14,502 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #173.

Rockefeller Financial Services first reported a position in AET in Q2 2013 and has held it in 18 quarters since. 1,033 funds tracked by Wall St. Rank hold AET as of Q4 2017.

Rockefeller Financial Services held 14,502 shares of Aetna Inc worth $2.62M as of Q4 2017.
Rockefeller Financial Services bought 10,882 Aetna Inc shares in Q4 2017, an estimated $1.87M.
Aetna Inc made up 0.04% of Rockefeller Financial Services's portfolio in Q4 2017, its #173 holding.
Rockefeller Financial Services first reported a position in Aetna Inc in Q2 2013 and has held it in 18 quarters since.
1,033 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.