SFP
AET

Shepherd Financial Partners’s Aetna Inc AET Stock Holding History

Shepherd Financial 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
2017
Q1 		– Sell
-9,332
Closed -$1.15M – 112
2016
Q4 		$1.15M Buy
+9,332
New +$1.12M 0.33% 53

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Shepherd Financial Partners's AET Position: Q1 2017 in Review

Shepherd Financial Partners sold out of Aetna Inc (AET) in Q1 2017, closing a stake of 9,332 shares — an estimated $1.15M sold.

Shepherd Financial Partners first reported a position in AET in Q4 2016 and held it in 1 quarter. The position peaked at $1.15M in Q4 2016. 880 funds tracked by Wall St. Rank hold AET as of Q1 2017.

  • Shepherd Financial Partners reported no remaining Aetna Inc position as of Q1 2017 after selling out during the quarter.
  • Shepherd Financial Partners sold 9,332 Aetna Inc shares in Q1 2017, an estimated $1.15M.
  • Shepherd Financial Partners first reported a position in Aetna Inc in Q4 2016 and held it in 1 quarter.
  • Shepherd Financial Partners's Aetna Inc position peaked at $1.15M in Q4 2016.
  • 880 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2017.

Based on Shepherd Financial Partners's 13F filing for Q1 2017, filed 8 May 2017.