SFP
AET

Santa Fe Partners’s Aetna Inc AET Stock Holding History

Santa Fe Partners’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
Q1 		– Sell
-32,879
Closed -$2.92M – 618
2014
Q4 		$2.92M Buy
+32,879
New +$2.76M 0.37% 92
2013
Q4 		– Sell
-23,320
Closed -$1.49M – 604
2013
Q3 		$1.49M Buy
+23,320
New +$1.5M 0.29% 155

Other funds holding AET

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Santa Fe Partners's AET Position: Q1 2015 in Review

Santa Fe Partners sold out of Aetna Inc (AET) in Q1 2015, closing a stake of 32,879 shares — an estimated $2.92M sold.

Santa Fe Partners first reported a position in AET in Q3 2013 and held it in 2 quarters. The position peaked at $2.92M in Q4 2014. 776 funds tracked by Wall St. Rank hold AET as of Q1 2015.

  • Santa Fe Partners reported no remaining Aetna Inc position as of Q1 2015 after selling out during the quarter.
  • Santa Fe Partners sold 32,879 Aetna Inc shares in Q1 2015, an estimated $2.92M.
  • Santa Fe Partners first reported a position in Aetna Inc in Q3 2013 and held it in 2 quarters.
  • Santa Fe Partners's Aetna Inc position peaked at $2.92M in Q4 2014.
  • 776 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2015.

Based on Santa Fe Partners's 13F filing for Q1 2015, filed 12 May 2015.