Wealth Enhancement Advisory Services
AET

Wealth Enhancement Advisory Services’s Aetna Inc AET Stock Holding History

Wealth Enhancement Advisory Services’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
-5,820
Closed -$939K – 178
2017
Q3 		$939K Sell
5,820
-6,761
-54% -$1.06M 0.08% 106
2017
Q2 		$1.94M Buy
+12,581
New +$1.78M 0.18% 62
2017
Q1 		– Sell
-8,969
Closed -$1.11M – 189
2016
Q4 		$1.11M Buy
8,969
+3,346
+60% +$401K 0.14% 81
2016
Q3 		$647K Buy
+5,623
New +$659K 0.1% 125

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

Wealth Enhancement Advisory Services's AET Position: Q4 2017 in Review

Wealth Enhancement Advisory Services sold out of Aetna Inc (AET) in Q4 2017, closing a stake of 5,820 shares — an estimated $939K sold.

Wealth Enhancement Advisory Services first reported a position in AET in Q3 2016 and held it in 4 quarters. The position peaked at $1.94M in Q2 2017. 1,033 funds tracked by Wall St. Rank hold AET as of Q4 2017.

  • Wealth Enhancement Advisory Services reported no remaining Aetna Inc position as of Q4 2017 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,820 Aetna Inc shares in Q4 2017, an estimated $939K.
  • Wealth Enhancement Advisory Services first reported a position in Aetna Inc in Q3 2016 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Aetna Inc position peaked at $1.94M in Q2 2017.
  • 1,033 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2017.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2017, filed 19 Jan 2018.