Integrated Wealth Management (Palm Desert)’s Cigna CI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-20	Closed	-$3K	–	358
2016 Q3	$3K	Hold	20	–	–	﹤0.01%	983
2016 Q2	$3K	Hold	20	–	–	﹤0.01%	998
2016 Q1	$3K	Sell	20 -66	-77%	-$9.06K	﹤0.01%	925
2015 Q4	$13K	Buy	86 +66	+330%	+$9.07K	0.01%	695
2015 Q3	$3K	Sell	20 -17	-46%	-$2.47K	﹤0.01%	1018
2015 Q2	$6K	Buy	37 +2	+6%	+$276	﹤0.01%	901
2015 Q1	$4K	Buy	+35	New	+$4.07K	﹤0.01%	966

Other funds holding CI

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CI Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Cigna (CI) in Q4 2016, closing a stake of 20 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CI in Q1 2015 and held it in 7 quarters. The position peaked at $13K in Q4 2015. 728 funds tracked by Wall St. Rank hold CI as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Cigna position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 20 Cigna shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Cigna in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Cigna position peaked at $13K in Q4 2015.
728 funds tracked by Wall St. Rank held Cigna as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.