Mosaic Family Wealth’s Cigna CI Stock Holding History

Mosaic Family Wealth’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	-1,571	Closed	-$238K	–	160
2019 Q3	$238K	Buy	1,571 +96	+7%	+$15.6K	0.1%	141
2019 Q2	$232K	Sell	1,475 -9	-0.6%	-$1.41K	0.1%	150
2019 Q1	$239K	Buy	1,484 +213	+17%	+$38.9K	0.1%	139
2018 Q4	$241K	Buy	+1,271	New	+$265K	0.1%	133
2017 Q4	–	Sell	-30	Closed	-$6K	–	718
2017 Q3	$6K	Sell	30 -5	-14%	-$890	﹤0.01%	649
2017 Q2	$6K	Hold	35	–	–	﹤0.01%	545
2017 Q1	$5K	Sell	35 -3	-8%	-$442	﹤0.01%	559
2016 Q4	$5K	Hold	38	–	–	﹤0.01%	546
2016 Q3	$5K	Sell	38 -67	-64%	-$8.75K	﹤0.01%	569
2016 Q2	$14K	Buy	105 +26	+33%	+$3.43K	0.01%	483
2016 Q1	$10K	Hold	79	–	–	﹤0.01%	524
2015 Q4	$11K	Buy	+79	New	+$10.9K	﹤0.01%	515

Other funds holding CI

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Mosaic Family Wealth's CI Position: Q4 2019 in Review

Mosaic Family Wealth sold out of Cigna (CI) in Q4 2019, closing a stake of 1,571 shares — an estimated $238K sold.

Mosaic Family Wealth first reported a position in CI in Q4 2015 and held it in 12 quarters. The position peaked at $241K in Q4 2018. 1,190 funds tracked by Wall St. Rank hold CI as of Q4 2019.

Mosaic Family Wealth reported no remaining Cigna position as of Q4 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,571 Cigna shares in Q4 2019, an estimated $238K.
Mosaic Family Wealth first reported a position in Cigna in Q4 2015 and held it in 12 quarters.
Mosaic Family Wealth's Cigna position peaked at $241K in Q4 2018.
1,190 funds tracked by Wall St. Rank held Cigna as of Q4 2019.

Based on Mosaic Family Wealth's 13F filing for Q4 2019, filed 31 Jan 2020.