Lucus Advisors’s Cigna CI Stock Holding History

Lucus Advisors’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
2018 Q1	$227K	Sell	1,352 -280	-17%	-$54.4K	0.39%	55
2017 Q4	$331K	Sell	1,632 -227	-12%	-$45.2K	0.48%	125
2017 Q3	$348K	Sell	1,859 -284	-13%	-$50.6K	0.49%	88
2017 Q2	$359K	Sell	2,143 -634	-23%	-$102K	0.48%	69
2017 Q1	$407K	Buy	+2,777	New	+$409K	0.38%	146
2016 Q3	–	Sell	-2,661	Closed	-$341K	–	231
2016 Q2	$341K	Sell	2,661 -1,123	-30%	-$148K	0.28%	223
2016 Q1	$519K	Buy	+3,784	New	+$520K	0.31%	163
2015 Q2	–	Sell	-1,964	Closed	-$254K	–	345
2015 Q1	$254K	Sell	1,964 -2,567	-57%	-$298K	0.13%	286
2014 Q4	$466K	Buy	+4,531	New	+$447K	0.21%	171

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Lucus Advisors's CI Position: Q1 2018 in Review

Lucus Advisors reduced its Cigna (CI) stake by 17% in Q1 2018, selling an estimated $54.4K and leaving 1,352 shares worth $227K. The position accounts for 0.39% of the portfolio, ranked #55.

Lucus Advisors first reported a position in CI in Q4 2014 and has held it in 9 quarters since. The position peaked at $519K in Q1 2016. 870 funds tracked by Wall St. Rank hold CI as of Q1 2018.

Lucus Advisors held 1,352 shares of Cigna worth $227K as of Q1 2018.
Lucus Advisors sold 280 Cigna shares in Q1 2018, an estimated $54.4K.
Cigna made up 0.39% of Lucus Advisors's portfolio in Q1 2018, its #55 holding.
Lucus Advisors first reported a position in Cigna in Q4 2014 and has held it in 9 quarters since.
Lucus Advisors's Cigna position peaked at $519K in Q1 2016.
870 funds tracked by Wall St. Rank held Cigna as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.