ZIC
AET

ZWJ Investment Counsel’s Aetna Inc AET Stock Holding History

ZWJ Investment Counsel’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
-6,647
Closed -$1.2M – 299
2017
Q4 		$1.2M Buy
6,647
+5
+0.1% +$859 0.09% 102
2017
Q3 		$1.06M Sell
6,642
-1,013
-13% -$158K 0.08% 105
2017
Q2 		$1.16M Sell
7,655
-24
-0.3% -$3.39K 0.09% 103
2017
Q1 		$979K Buy
+7,679
New +$964K 0.08% 116

Other funds holding AET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

ZWJ Investment Counsel's AET Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of Aetna Inc (AET) in Q1 2018, closing a stake of 6,647 shares — an estimated $1.2M sold.

ZWJ Investment Counsel first reported a position in AET in Q1 2017 and held it in 4 quarters. The position peaked at $1.2M in Q4 2017. 1,004 funds tracked by Wall St. Rank hold AET as of Q1 2018.

  • ZWJ Investment Counsel reported no remaining Aetna Inc position as of Q1 2018 after selling out during the quarter.
  • ZWJ Investment Counsel sold 6,647 Aetna Inc shares in Q1 2018, an estimated $1.2M.
  • ZWJ Investment Counsel first reported a position in Aetna Inc in Q1 2017 and held it in 4 quarters.
  • ZWJ Investment Counsel's Aetna Inc position peaked at $1.2M in Q4 2017.
  • 1,004 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.