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Legacy Private Trust’s Cigna CI Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-1,482
Closed -$282K – 221
2018
Q4 		$282K Buy
+1,482
New +$309K 0.04% 201
2017
Q1 		– Sell
-2,085
Closed -$278K – 242
2016
Q4 		$278K Sell
2,085
-350
-14% -$45.8K 0.04% 210
2016
Q3 		$317K Sell
2,435
-4,970
-67% -$649K 0.04% 199
2016
Q2 		$948K Buy
7,405
+1,520
+26% +$201K 0.14% 132
2016
Q1 		$808K Buy
5,885
+1,730
+42% +$238K 0.12% 147
2015
Q4 		$608K Sell
4,155
-25
-0.6% -$3.44K 0.09% 163
2015
Q3 		$564K Buy
4,180
+260
+7% +$37.7K 0.09% 167
2015
Q2 		$635K Buy
3,920
+1,105
+39% +$153K 0.1% 173
2015
Q1 		$364K Buy
+2,815
New +$327K 0.05% 200

Other funds holding CI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Private Trust's CI Position: Q1 2019 in Review

Legacy Private Trust sold out of Cigna (CI) in Q1 2019, closing a stake of 1,482 shares — an estimated $282K sold.

Legacy Private Trust first reported a position in CI in Q1 2015 and held it in 9 quarters. The position peaked at $948K in Q2 2016. 1,127 funds tracked by Wall St. Rank hold CI as of Q1 2019.

  • Legacy Private Trust reported no remaining Cigna position as of Q1 2019 after selling out during the quarter.
  • Legacy Private Trust sold 1,482 Cigna shares in Q1 2019, an estimated $282K.
  • Legacy Private Trust first reported a position in Cigna in Q1 2015 and held it in 9 quarters.
  • Legacy Private Trust's Cigna position peaked at $948K in Q2 2016.
  • 1,127 funds tracked by Wall St. Rank held Cigna as of Q1 2019.

Based on Legacy Private Trust's 13F filing for Q1 2019, filed 11 Apr 2019.