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McKinley Carter Wealth Services’s Cigna CI Stock Holding History

McKinley Carter Wealth 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
2018
Q2 		– Sell
-41
Closed -$7K – 199
2018
Q1 		$7K Buy
+41
New +$7.97K ﹤0.01% 388

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

McKinley Carter Wealth Services's CI Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Cigna (CI) in Q2 2018, closing a stake of 41 shares — an estimated $7K sold.

McKinley Carter Wealth Services first reported a position in CI in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 858 funds tracked by Wall St. Rank hold CI as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Cigna position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 41 Cigna shares in Q2 2018, an estimated $7K.
  • McKinley Carter Wealth Services first reported a position in Cigna in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Cigna position peaked at $7K in Q1 2018.
  • 858 funds tracked by Wall St. Rank held Cigna as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.