Icon Wealth Partners’s Cigna CI Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-25	Closed	-$4K	–	271
2019 Q1	$4K	Buy	+25	New	+$4.57K	﹤0.01%	774
2018 Q3	–	Sell	-28	Closed	-$5K	–	356
2018 Q2	$5K	Buy	+28	New	+$4.85K	﹤0.01%	755
2018 Q1	–	Sell	-30	Closed	-$6K	–	344
2017 Q4	$6K	Buy	+30	New	+$5.97K	﹤0.01%	753

Other funds holding CI

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Icon Wealth Partners's CI Position: Q2 2019 in Review

Icon Wealth Partners sold out of Cigna (CI) in Q2 2019, closing a stake of 25 shares — an estimated $4K sold.

Icon Wealth Partners first reported a position in CI in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 1,084 funds tracked by Wall St. Rank hold CI as of Q2 2019.

Icon Wealth Partners reported no remaining Cigna position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 25 Cigna shares in Q2 2019, an estimated $4K.
Icon Wealth Partners first reported a position in Cigna in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Cigna position peaked at $6K in Q4 2017.
1,084 funds tracked by Wall St. Rank held Cigna as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.