DWM
CI icon

Dorchester Wealth Management’s Cigna CI Stock Holding History

Dorchester 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
2015
Q4 		– Sell
-1,500
Closed -$270K – 110
2015
Q3 		$270K Buy
+1,500
New +$218K 0.1% 98

Other funds holding CI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dorchester Wealth Management's CI Position: Q4 2015 in Review

Dorchester Wealth Management sold out of Cigna (CI) in Q4 2015, closing a stake of 1,500 shares — an estimated $270K sold.

Dorchester Wealth Management first reported a position in CI in Q3 2015 and held it in 1 quarter. The position peaked at $270K in Q3 2015. 737 funds tracked by Wall St. Rank hold CI as of Q4 2015.

  • Dorchester Wealth Management reported no remaining Cigna position as of Q4 2015 after selling out during the quarter.
  • Dorchester Wealth Management sold 1,500 Cigna shares in Q4 2015, an estimated $270K.
  • Dorchester Wealth Management first reported a position in Cigna in Q3 2015 and held it in 1 quarter.
  • Dorchester Wealth Management's Cigna position peaked at $270K in Q3 2015.
  • 737 funds tracked by Wall St. Rank held Cigna as of Q4 2015.

Based on Dorchester Wealth Management's 13F filing for Q4 2015, filed 28 Jan 2016.