Nelson Capital Management’s Cigna CI Stock Holding History

Nelson Capital 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	-294	Closed	-$45K	–	133
2019 Q3	$45K	Buy	294 +92	+46%	+$15K	0.01%	161
2019 Q2	$32K	Hold	202	–	–	0.01%	170
2019 Q1	$32K	Buy	202 +8	+4%	+$1.46K	0.01%	157
2018 Q4	$37K	Buy	+194	New	+$40.5K	0.01%	151
2016 Q2	–	Sell	-100	Closed	-$14K	–	272
2016 Q1	$14K	Buy	+100	New	+$13.7K	0.01%	184

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

Nelson Capital Management's CI Position: Q4 2019 in Review

Nelson Capital Management sold out of Cigna (CI) in Q4 2019, closing a stake of 294 shares — an estimated $45K sold.

Nelson Capital Management first reported a position in CI in Q1 2016 and held it in 5 quarters. The position peaked at $45K in Q3 2019. 1,189 funds tracked by Wall St. Rank hold CI as of Q4 2019.

Nelson Capital Management reported no remaining Cigna position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 294 Cigna shares in Q4 2019, an estimated $45K.
Nelson Capital Management first reported a position in Cigna in Q1 2016 and held it in 5 quarters.
Nelson Capital Management's Cigna position peaked at $45K in Q3 2019.
1,189 funds tracked by Wall St. Rank held Cigna as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.