BHIA
CI icon

Birch Hill Investment Advisors’s Cigna CI Stock Holding History

Birch Hill Investment Advisors’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,583
Closed -$331K – 131
2016
Q2 		$331K Hold
2,583
– – 0.03% 110
2016
Q1 		$354K Hold
2,583
– – 0.04% 108
2015
Q4 		$378K Sell
2,583
-475
-16% -$65.3K 0.04% 106
2015
Q3 		$413K Sell
3,058
-600
-16% -$87.1K 0.05% 102
2015
Q2 		$593K Hold
3,658
– – 0.06% 99
2015
Q1 		$473K Sell
3,658
-920
-20% -$107K 0.05% 106
2014
Q4 		$471K Sell
4,578
-5,670
-55% -$559K 0.05% 106
2014
Q3 		$929K Sell
10,248
-11
-0.1% -$1.03K 0.1% 82
2014
Q2 		$944K Hold
10,259
– – 0.1% 80
2014
Q1 		$859K Hold
10,259
– – 0.09% 84
2013
Q4 		$897K Hold
10,259
– – 0.1% 83
2013
Q3 		$789K Sell
10,259
-6,202
-38% -$484K 0.09% 91
2013
Q2 		$1.19M Buy
+16,461
New +$1.11M 0.15% 73

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return