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Holistic Financial Partners’s Cigna CI Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-104
Closed -$17K – 92
2018
Q1 		$17K Buy
104
+8
+8% +$1.55K 0.01% 282
2017
Q4 		$19K Buy
+96
New +$19.1K 0.02% 283

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Holistic Financial Partners's CI Position: Q2 2018 in Review

Holistic Financial Partners sold out of Cigna (CI) in Q2 2018, closing a stake of 104 shares — an estimated $17K sold.

Holistic Financial Partners first reported a position in CI in Q4 2017 and held it in 2 quarters. The position peaked at $19K in Q4 2017. 858 funds tracked by Wall St. Rank hold CI as of Q2 2018.

  • Holistic Financial Partners reported no remaining Cigna position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 104 Cigna shares in Q2 2018, an estimated $17K.
  • Holistic Financial Partners first reported a position in Cigna in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Cigna position peaked at $19K in Q4 2017.
  • 858 funds tracked by Wall St. Rank held Cigna as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.