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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return