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LBA Wealth Management’s Cigna CI Stock Holding History

LBA Wealth Management’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
Q3 		– Sell
-11
Closed -$1K – 455
2016
Q2 		$1K Buy
+11
New +$1.45K ﹤0.01% 415
2014
Q1 		– Sell
-1,430
Closed -$125K – 262
2013
Q4 		$125K Buy
+1,430
New +$117K 0.1% 105

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LBA Wealth Management's CI Position: Q3 2016 in Review

LBA Wealth Management sold out of Cigna (CI) in Q3 2016, closing a stake of 11 shares — an estimated $1K sold.

LBA Wealth Management first reported a position in CI in Q4 2013 and held it in 2 quarters. The position peaked at $125K in Q4 2013. 701 funds tracked by Wall St. Rank hold CI as of Q3 2016.

  • LBA Wealth Management reported no remaining Cigna position as of Q3 2016 after selling out during the quarter.
  • LBA Wealth Management sold 11 Cigna shares in Q3 2016, an estimated $1K.
  • LBA Wealth Management first reported a position in Cigna in Q4 2013 and held it in 2 quarters.
  • LBA Wealth Management's Cigna position peaked at $125K in Q4 2013.
  • 701 funds tracked by Wall St. Rank held Cigna as of Q3 2016.

Based on LBA Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.