KMS Financial Services’s Cigna CI Stock Holding History

KMS Financial Services’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
2013 Q4	–	Sell	-6,702	Closed	-$515K	–	532
2013 Q3	$515K	Buy	+6,702	New	+$523K	0.13%	195

Other funds holding CI

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

KMS Financial Services's CI Position: Q4 2013 in Review

KMS Financial Services sold out of Cigna (CI) in Q4 2013, closing a stake of 6,702 shares — an estimated $515K sold.

KMS Financial Services first reported a position in CI in Q3 2013 and held it in 1 quarter. The position peaked at $515K in Q3 2013. 582 funds tracked by Wall St. Rank hold CI as of Q4 2013.

KMS Financial Services reported no remaining Cigna position as of Q4 2013 after selling out during the quarter.
KMS Financial Services sold 6,702 Cigna shares in Q4 2013, an estimated $515K.
KMS Financial Services first reported a position in Cigna in Q3 2013 and held it in 1 quarter.
KMS Financial Services's Cigna position peaked at $515K in Q3 2013.
582 funds tracked by Wall St. Rank held Cigna as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.