SNT
AET

Security National Trust’s Aetna Inc AET Stock Holding History

Security National Trust’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
Q3 		– Sell
-65
Closed -$8K – 489
2015
Q2 		$8K Hold
65
– – ﹤0.01% 414
2015
Q1 		$7K Hold
65
– – ﹤0.01% 432
2014
Q4 		$6K Buy
+65
New +$5.46K ﹤0.01% 456

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Security National Trust's AET Position: Q3 2015 in Review

Security National Trust sold out of Aetna Inc (AET) in Q3 2015, closing a stake of 65 shares — an estimated $8K sold.

Security National Trust first reported a position in AET in Q4 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2015. 844 funds tracked by Wall St. Rank hold AET as of Q3 2015.

  • Security National Trust reported no remaining Aetna Inc position as of Q3 2015 after selling out during the quarter.
  • Security National Trust sold 65 Aetna Inc shares in Q3 2015, an estimated $8K.
  • Security National Trust first reported a position in Aetna Inc in Q4 2014 and held it in 3 quarters.
  • Security National Trust's Aetna Inc position peaked at $8K in Q2 2015.
  • 844 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2015.

Based on Security National Trust's 13F filing for Q3 2015, filed 21 Oct 2015.