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Omnia Family Wealth’s Cigna CI Stock Holding History

Omnia 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
Q2 		– Sell
-108
Closed -$17K – 181
2019
Q1 		$17K Buy
+108
New +$19.7K 0.01% 225
2018
Q4 		– Sell
-12
Closed -$2K – 567
2018
Q3 		$2K Hold
12
– – ﹤0.01% 428
2018
Q2 		$2K Hold
12
– – ﹤0.01% 410
2018
Q1 		$2K Hold
12
– – ﹤0.01% 420
2017
Q4 		$2K Sell
12
-24
-67% -$4.78K ﹤0.01% 422
2017
Q3 		$7K Sell
36
-9
-20% -$1.6K ﹤0.01% 308
2017
Q2 		$8K Hold
45
– – ﹤0.01% 312
2017
Q1 		$7K Hold
45
– – ﹤0.01% 329
2016
Q4 		$6K Buy
+45
New +$5.89K ﹤0.01% 341

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return