CA
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Calton & Associates’s Cigna CI Stock Holding History

Calton & Associates’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
2018
Q4 		– Sell
-1,544
Closed -$322K – 235
2018
Q3 		$322K Buy
+1,544
New +$286K 0.09% 186
2018
Q1 		– Sell
-72
Closed -$15K – 488
2017
Q4 		$15K Buy
+72
New +$14.3K ﹤0.01% 953

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Calton & Associates's CI Position: Q4 2018 in Review

Calton & Associates sold out of Cigna (CI) in Q4 2018, closing a stake of 1,544 shares — an estimated $322K sold.

Calton & Associates first reported a position in CI in Q4 2017 and held it in 2 quarters. The position peaked at $322K in Q3 2018. 1,208 funds tracked by Wall St. Rank hold CI as of Q4 2018.

  • Calton & Associates reported no remaining Cigna position as of Q4 2018 after selling out during the quarter.
  • Calton & Associates sold 1,544 Cigna shares in Q4 2018, an estimated $322K.
  • Calton & Associates first reported a position in Cigna in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Cigna position peaked at $322K in Q3 2018.
  • 1,208 funds tracked by Wall St. Rank held Cigna as of Q4 2018.

Based on Calton & Associates's 13F filing for Q4 2018, filed 11 Feb 2019.