Fusion Family Wealth’s Cigna CI Stock Holding History

Fusion Family Wealth’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
2018 Q4	–	Sell	-2,900	Closed	-$604K	–	259
2018 Q3	$604K	Hold	2,900	–	–	0.16%	30
2018 Q2	$493K	Hold	2,900	–	–	0.14%	35
2018 Q1	$486K	Hold	2,900	–	–	0.16%	29
2017 Q4	$589K	Buy	+2,900	New	+$577K	0.15%	37
2017 Q3	–	Sell	-2,900	Closed	-$485K	–	237
2017 Q2	$485K	Hold	2,900	–	–	0.17%	42
2017 Q1	$425K	Hold	2,900	–	–	0.16%	44
2016 Q4	$420K	Buy	+2,900	New	+$379K	0.25%	44

Other funds holding CI

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fusion Family Wealth's CI Position: Q4 2018 in Review

Fusion Family Wealth sold out of Cigna (CI) in Q4 2018, closing a stake of 2,900 shares — an estimated $604K sold.

Fusion Family Wealth first reported a position in CI in Q4 2016 and held it in 7 quarters. The position peaked at $604K in Q3 2018. 1,207 funds tracked by Wall St. Rank hold CI as of Q4 2018.

Fusion Family Wealth reported no remaining Cigna position as of Q4 2018 after selling out during the quarter.
Fusion Family Wealth sold 2,900 Cigna shares in Q4 2018, an estimated $604K.
Fusion Family Wealth first reported a position in Cigna in Q4 2016 and held it in 7 quarters.
Fusion Family Wealth's Cigna position peaked at $604K in Q3 2018.
1,207 funds tracked by Wall St. Rank held Cigna as of Q4 2018.

Based on Fusion Family Wealth's 13F filing for Q4 2018, filed 18 Jan 2019.