Catamount Wealth Management’s Cigna CI Stock Holding History

Catamount Wealth Management’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 Q4	–	Sell	-187	Closed	-$24K	–	167
2016 Q3	$24K	Hold	187	–	–	0.02%	91
2016 Q2	$24K	Hold	187	–	–	0.03%	64
2016 Q1	$26K	Hold	187	–	–	0.03%	64
2015 Q4	$27K	Hold	187	–	–	0.02%	63
2015 Q3	$25K	Hold	187	–	–	0.03%	67
2015 Q2	$30K	Hold	187	–	–	0.02%	78
2015 Q1	$24K	Hold	187	–	–	0.02%	73
2014 Q4	$19K	Buy	+187	New	+$18.4K	0.02%	70

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 $3.98B AUM 20.52% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Catamount Wealth Management's CI Position: Q4 2016 in Review

Catamount Wealth Management sold out of Cigna (CI) in Q4 2016, closing a stake of 187 shares — an estimated $24K sold.

Catamount Wealth Management first reported a position in CI in Q4 2014 and held it in 8 quarters. The position peaked at $30K in Q2 2015. 727 funds tracked by Wall St. Rank hold CI as of Q4 2016.

Catamount Wealth Management reported no remaining Cigna position as of Q4 2016 after selling out during the quarter.
Catamount Wealth Management sold 187 Cigna shares in Q4 2016, an estimated $24K.
Catamount Wealth Management first reported a position in Cigna in Q4 2014 and held it in 8 quarters.
Catamount Wealth Management's Cigna position peaked at $30K in Q2 2015.
727 funds tracked by Wall St. Rank held Cigna as of Q4 2016.

Based on Catamount Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.