SBIA
AET

Sheaff Brock Investment Advisors’s Aetna Inc AET Stock Holding History

Sheaff Brock 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
2017
Q2 		– Sell
-11,578
Closed -$1.48M – 668
2017
Q1 		$1.48M Sell
11,578
-2,437
-17% -$306K 0.19% 109
2016
Q4 		$1.74M Buy
14,015
+6,521
+87% +$781K 0.22% 95
2016
Q3 		$865K Sell
7,494
-5,464
-42% -$640K 0.12% 182
2016
Q2 		$1.58M Buy
12,958
+6,201
+92% +$712K 0.2% 105
2016
Q1 		$759K Buy
6,757
+1,925
+40% +$206K 0.09% 210
2015
Q4 		$522K Buy
+4,832
New +$522K 0.06% 311

Other funds holding AET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sheaff Brock Investment Advisors's AET Position: Q2 2017 in Review

Sheaff Brock Investment Advisors sold out of Aetna Inc (AET) in Q2 2017, closing a stake of 11,578 shares — an estimated $1.48M sold.

Sheaff Brock Investment Advisors first reported a position in AET in Q4 2015 and held it in 6 quarters. The position peaked at $1.74M in Q4 2016. 879 funds tracked by Wall St. Rank hold AET as of Q2 2017.

  • Sheaff Brock Investment Advisors reported no remaining Aetna Inc position as of Q2 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 11,578 Aetna Inc shares in Q2 2017, an estimated $1.48M.
  • Sheaff Brock Investment Advisors first reported a position in Aetna Inc in Q4 2015 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Aetna Inc position peaked at $1.74M in Q4 2016.
  • 879 funds tracked by Wall St. Rank held Aetna Inc as of Q2 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.