Litman Gregory Wealth Management’s Cigna CI Stock Holding History

Litman Gregory 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
2019 Q4	–	Sell	-156	Closed	-$24K	–	217
2019 Q3	$24K	Hold	156	–	–	0.01%	100
2019 Q2	$25K	Hold	156	–	–	0.01%	126
2019 Q1	$25K	Hold	156	–	–	0.01%	84
2018 Q4	$30K	Buy	+156	New	+$32.5K	0.01%	84

Other funds holding CI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Litman Gregory Wealth Management's CI Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Cigna (CI) in Q4 2019, closing a stake of 156 shares — an estimated $24K sold.

Litman Gregory Wealth Management first reported a position in CI in Q4 2018 and held it in 4 quarters. The position peaked at $30K in Q4 2018. 1,189 funds tracked by Wall St. Rank hold CI as of Q4 2019.

Litman Gregory Wealth Management reported no remaining Cigna position as of Q4 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 156 Cigna shares in Q4 2019, an estimated $24K.
Litman Gregory Wealth Management first reported a position in Cigna in Q4 2018 and held it in 4 quarters.
Litman Gregory Wealth Management's Cigna position peaked at $30K in Q4 2018.
1,189 funds tracked by Wall St. Rank held Cigna as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.