WRF
AET

Waddell & Reed Financial’s Aetna Inc AET Stock Holding History

Waddell & Reed Financial’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
Q4 		– Sell
-286,100
Closed -$45.5M – 573
2017
Q3 		$45.5M Buy
286,100
+12,900
+5% +$2.02M 0.1% 235
2017
Q2 		$41.5M Buy
273,200
+18,400
+7% +$2.6M 0.09% 249
2017
Q1 		$32.5M Sell
254,800
-91,700
-26% -$11.5M 0.07% 293
2016
Q4 		$43M Buy
346,500
+2,200
+0.6% +$263K 0.09% 238
2016
Q3 		$39.8M Buy
344,300
+120,800
+54% +$14.2M 0.08% 234
2016
Q2 		$27.3M Sell
223,500
-97,500
-30% -$11.2M 0.06% 271
2016
Q1 		$36.1M Sell
321,000
-27,100
-8% -$2.9M 0.07% 235
2015
Q4 		$37.6M Buy
+348,100
New +$37.6M 0.06% 240
2015
Q3 		– Sell
-234,100
Closed -$29.8M – 670
2015
Q2 		$29.8M Sell
234,100
-12,600
-5% -$1.44M 0.04% 282
2015
Q1 		$26.3M Buy
246,700
+139,500
+130% +$13.7M 0.04% 306
2014
Q4 		$9.52M Buy
+107,200
New +$9M 0.01% 426
2014
Q2 		– Sell
-571,700
Closed -$42.9M – 576
2014
Q1 		$42.9M Sell
571,700
-30,800
-5% -$2.18M 0.07% 247
2013
Q4 		$41.3M Sell
602,500
-2,500
-0.4% -$163K 0.07% 247
2013
Q3 		$38.7M Sell
605,000
-84,500
-12% -$5.42M 0.07% 230
2013
Q2 		$43.8M Buy
+689,500
New +$40.5M 0.09% 208

Other funds holding AET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Waddell & Reed Financial's AET Position: Q4 2017 in Review

Waddell & Reed Financial sold out of Aetna Inc (AET) in Q4 2017, closing a stake of 286,100 shares — an estimated $45.5M sold.

Waddell & Reed Financial first reported a position in AET in Q2 2013 and held it in 15 quarters. The position peaked at $45.5M in Q3 2017. 1,033 funds tracked by Wall St. Rank hold AET as of Q4 2017.

  • Waddell & Reed Financial reported no remaining Aetna Inc position as of Q4 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 286,100 Aetna Inc shares in Q4 2017, an estimated $45.5M.
  • Waddell & Reed Financial first reported a position in Aetna Inc in Q2 2013 and held it in 15 quarters.
  • Waddell & Reed Financial's Aetna Inc position peaked at $45.5M in Q3 2017.
  • 1,033 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2017.

Based on Waddell & Reed Financial's 13F filing for Q4 2017, filed 14 Feb 2018.