SHWM
AET

Smith & Howard Wealth Management’s Aetna Inc AET Stock Holding History

Smith & Howard Wealth Management’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
Q3 		– Sell
-1,564
Closed -$237K – 66
2017
Q2 		$237K Buy
+1,564
New +$221K 0.11% 48
2015
Q3 		– Sell
-2,270
Closed -$289K – 89
2015
Q2 		$289K Buy
+2,270
New +$259K 0.13% 48

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Smith & Howard Wealth Management's AET Position: Q3 2017 in Review

Smith & Howard Wealth Management sold out of Aetna Inc (AET) in Q3 2017, closing a stake of 1,564 shares — an estimated $237K sold.

Smith & Howard Wealth Management first reported a position in AET in Q2 2015 and held it in 2 quarters. The position peaked at $289K in Q2 2015. 900 funds tracked by Wall St. Rank hold AET as of Q3 2017.

  • Smith & Howard Wealth Management reported no remaining Aetna Inc position as of Q3 2017 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,564 Aetna Inc shares in Q3 2017, an estimated $237K.
  • Smith & Howard Wealth Management first reported a position in Aetna Inc in Q2 2015 and held it in 2 quarters.
  • Smith & Howard Wealth Management's Aetna Inc position peaked at $289K in Q2 2015.
  • 900 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2017, filed 15 Nov 2017.