WA
AET

Winfield Associates’s Aetna Inc AET Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-130
Closed -$24K – 782
2017
Q4 		$24K Hold
130
– – 0.01% 281
2017
Q3 		$21K Sell
130
-35
-21% -$5.47K 0.01% 284
2017
Q2 		$25K Buy
165
+35
+27% +$4.95K 0.01% 262
2017
Q1 		$17K Hold
130
– – 0.01% 297
2016
Q4 		$16K Hold
130
– – 0.01% 295
2016
Q3 		$15K Hold
130
– – 0.01% 293
2016
Q2 		$16K Buy
130
+20
+18% +$2.3K 0.01% 278
2016
Q1 		$12K Buy
+110
New +$11.8K 0.01% 301

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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Winfield Associates's AET Position: Q1 2018 in Review

Winfield Associates sold out of Aetna Inc (AET) in Q1 2018, closing a stake of 130 shares — an estimated $24K sold.

Winfield Associates first reported a position in AET in Q1 2016 and held it in 8 quarters. The position peaked at $25K in Q2 2017. 1,004 funds tracked by Wall St. Rank hold AET as of Q1 2018.

  • Winfield Associates reported no remaining Aetna Inc position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 130 Aetna Inc shares in Q1 2018, an estimated $24K.
  • Winfield Associates first reported a position in Aetna Inc in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Aetna Inc position peaked at $25K in Q2 2017.
  • 1,004 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.