Concert Wealth Management’s Cigna CI Stock Holding History

Concert 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
2017 Q2	–	Sell	-5,183	Closed	-$688K	–	196
2017 Q1	$688K	Sell	5,183 -1	-0%	-$147	0.16%	190
2016 Q4	$688K	Sell	5,184 -17,256	-77%	-$2.26M	0.15%	194
2016 Q3	$2.93M	Buy	22,440 +17,103	+320%	+$2.23M	0.36%	55
2016 Q2	$680K	Buy	5,337 +2,016	+61%	+$266K	0.09%	273
2016 Q1	$460K	Sell	3,321 -3,368	-50%	-$463K	0.06%	370
2015 Q4	$980K	Buy	6,689 +239	+4%	+$32.9K	0.13%	198
2015 Q3	$876K	Sell	6,450 -193	-3%	-$28K	0.12%	221
2015 Q2	$1.07M	Buy	+6,643	New	+$918K	0.14%	187
2015 Q1	–	Sell	-8,664	Closed	-$893K	–	506
2014 Q4	$893K	Sell	8,664 -424	-5%	-$41.8K	0.14%	197
2014 Q3	$821K	Buy	9,088 +101	+1%	+$9.44K	0.11%	170
2014 Q2	$798K	Buy	8,987 +820	+10%	+$70.3K	0.1%	185
2014 Q1	$652K	Buy	+8,167	New	+$673K	0.08%	217

Other funds holding CI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Concert Wealth Management's CI Position: Q2 2017 in Review

Concert Wealth Management sold out of Cigna (CI) in Q2 2017, closing a stake of 5,183 shares — an estimated $688K sold.

Concert Wealth Management first reported a position in CI in Q1 2014 and held it in 12 quarters. The position peaked at $2.93M in Q3 2016. 776 funds tracked by Wall St. Rank hold CI as of Q2 2017.

Concert Wealth Management reported no remaining Cigna position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 5,183 Cigna shares in Q2 2017, an estimated $688K.
Concert Wealth Management first reported a position in Cigna in Q1 2014 and held it in 12 quarters.
Concert Wealth Management's Cigna position peaked at $2.93M in Q3 2016.
776 funds tracked by Wall St. Rank held Cigna as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.