EWM
CI icon

Executive Wealth Management’s Cigna CI Stock Holding History

Executive 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
2019
Q3 		– Sell
-229
Closed -$36K – 247
2019
Q2 		$36K Sell
229
-5,275
-96% -$827K 0.01% 359
2019
Q1 		$885K Sell
5,504
-75
-1% -$13.7K 0.16% 101
2018
Q4 		$1.06M Buy
+5,579
New +$1.16M 0.19% 74

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Executive Wealth Management's CI Position: Q3 2019 in Review

Executive Wealth Management sold out of Cigna (CI) in Q3 2019, closing a stake of 229 shares — an estimated $36K sold.

Executive Wealth Management first reported a position in CI in Q4 2018 and held it in 3 quarters. The position peaked at $1.06M in Q4 2018. 1,073 funds tracked by Wall St. Rank hold CI as of Q3 2019.

  • Executive Wealth Management reported no remaining Cigna position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 229 Cigna shares in Q3 2019, an estimated $36K.
  • Executive Wealth Management first reported a position in Cigna in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Cigna position peaked at $1.06M in Q4 2018.
  • 1,073 funds tracked by Wall St. Rank held Cigna as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.