SMA
AET

Simply Money Advisors’s Aetna Inc AET Stock Holding History

Simply Money 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
2014
Q1 		– Sell
-30
Closed -$2K – 93
2013
Q4 		$2K Buy
+30
New +$1.96K ﹤0.01% 74
2013
Q3 		– Sell
-59
Closed -$4K – 404
2013
Q2 		$4K Buy
+59
New +$3.47K ﹤0.01% 323

Other funds holding AET

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Simply Money Advisors's AET Position: Q1 2014 in Review

Simply Money Advisors sold out of Aetna Inc (AET) in Q1 2014, closing a stake of 30 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in AET in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q2 2013. 647 funds tracked by Wall St. Rank hold AET as of Q1 2014.

  • Simply Money Advisors reported no remaining Aetna Inc position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 30 Aetna Inc shares in Q1 2014, an estimated $2K.
  • Simply Money Advisors first reported a position in Aetna Inc in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Aetna Inc position peaked at $4K in Q2 2013.
  • 647 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.