SFWA
AET

Summit Financial Wealth Advisors’s Aetna Inc AET Stock Holding History

Summit Financial Wealth 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
2016
Q3 		– Sell
-2,015
Closed -$246K – 158
2016
Q2 		$246K Buy
+2,015
New +$231K 0.1% 121

Other funds holding AET

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Summit Financial Wealth Advisors's AET Position: Q3 2016 in Review

Summit Financial Wealth Advisors sold out of Aetna Inc (AET) in Q3 2016, closing a stake of 2,015 shares — an estimated $246K sold.

Summit Financial Wealth Advisors first reported a position in AET in Q2 2016 and held it in 1 quarter. The position peaked at $246K in Q2 2016. 800 funds tracked by Wall St. Rank hold AET as of Q3 2016.

  • Summit Financial Wealth Advisors reported no remaining Aetna Inc position as of Q3 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,015 Aetna Inc shares in Q3 2016, an estimated $246K.
  • Summit Financial Wealth Advisors first reported a position in Aetna Inc in Q2 2016 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Aetna Inc position peaked at $246K in Q2 2016.
  • 800 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2016, filed 5 Oct 2016.