RWA
AET

Ropes Wealth Advisors’s Aetna Inc AET Stock Holding History

Ropes Wealth 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
2016
Q3 		– Sell
-28
Closed -$3K – 516
2016
Q2 		$3K Buy
28
+17
+155% +$1.95K ﹤0.01% 450
2016
Q1 		$1K Sell
11
-323
-97% -$34.6K ﹤0.01% 443
2015
Q4 		$36K Hold
334
– – 0.02% 267
2015
Q3 		$37K Sell
334
-253
-43% -$29.2K 0.02% 280
2015
Q2 		$75K Hold
587
– – 0.04% 170
2015
Q1 		$63K Buy
+587
New +$57.5K 0.03% 177

Other funds holding AET

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Ropes Wealth Advisors's AET Position: Q3 2016 in Review

Ropes Wealth Advisors sold out of Aetna Inc (AET) in Q3 2016, closing a stake of 28 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in AET in Q1 2015 and held it in 6 quarters. The position peaked at $75K in Q2 2015. 800 funds tracked by Wall St. Rank hold AET as of Q3 2016.

  • Ropes Wealth Advisors reported no remaining Aetna Inc position as of Q3 2016 after selling out during the quarter.
  • Ropes Wealth Advisors sold 28 Aetna Inc shares in Q3 2016, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in Aetna Inc in Q1 2015 and held it in 6 quarters.
  • Ropes Wealth Advisors's Aetna Inc position peaked at $75K in Q2 2015.
  • 800 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2016.

Based on Ropes Wealth Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.