SW
AET

SVB Wealth’s Aetna Inc AET Stock Holding History

SVB Wealth’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
-2,967
Closed -$362K – 538
2016
Q2 		$362K Buy
+2,967
New +$341K 0.01% 399
2015
Q4 		– Sell
-2,104
Closed -$230K – 572
2015
Q3 		$230K Buy
+2,104
New +$243K 0.01% 502
2015
Q2 		– Sell
-2,062
Closed -$220K – 590
2015
Q1 		$220K Buy
+2,062
New +$202K 0.01% 517

Other funds holding AET

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock Advisors
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

SVB Wealth's AET Position: Q3 2016 in Review

SVB Wealth sold out of Aetna Inc (AET) in Q3 2016, closing a stake of 2,967 shares — an estimated $362K sold.

SVB Wealth first reported a position in AET in Q1 2015 and held it in 3 quarters. The position peaked at $362K in Q2 2016. 800 funds tracked by Wall St. Rank hold AET as of Q3 2016.

  • SVB Wealth reported no remaining Aetna Inc position as of Q3 2016 after selling out during the quarter.
  • SVB Wealth sold 2,967 Aetna Inc shares in Q3 2016, an estimated $362K.
  • SVB Wealth first reported a position in Aetna Inc in Q1 2015 and held it in 3 quarters.
  • SVB Wealth's Aetna Inc position peaked at $362K in Q2 2016.
  • 800 funds tracked by Wall St. Rank held Aetna Inc as of Q3 2016.

Based on SVB Wealth's 13F filing for Q3 2016, filed 14 Nov 2016.