WP
AET

WMS Partners’s Aetna Inc AET Stock Holding History

WMS Partners’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
-1,118
Closed -$202K – 245
2017
Q4 		$202K Buy
+1,118
New +$192K 0.02% 225
2016
Q4 		– Sell
-1,743
Closed -$201K – 194
2016
Q3 		$201K Hold
1,743
– – 0.03% 185
2016
Q2 		$213K Buy
+1,743
New +$200K 0.03% 193
2015
Q2 		– Sell
-1,959
Closed -$209K – 299
2015
Q1 		$209K Buy
+1,959
New +$192K 0.03% 257

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

WMS Partners's AET Position: Q1 2018 in Review

WMS Partners sold out of Aetna Inc (AET) in Q1 2018, closing a stake of 1,118 shares — an estimated $202K sold.

WMS Partners first reported a position in AET in Q1 2015 and held it in 4 quarters. The position peaked at $213K in Q2 2016. 1,004 funds tracked by Wall St. Rank hold AET as of Q1 2018.

  • WMS Partners reported no remaining Aetna Inc position as of Q1 2018 after selling out during the quarter.
  • WMS Partners sold 1,118 Aetna Inc shares in Q1 2018, an estimated $202K.
  • WMS Partners first reported a position in Aetna Inc in Q1 2015 and held it in 4 quarters.
  • WMS Partners's Aetna Inc position peaked at $213K in Q2 2016.
  • 1,004 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2018.

Based on WMS Partners's 13F filing for Q1 2018, filed 14 May 2018.