Personal Capital Advisors’s Cigna CI Stock Holding History

Personal Capital 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
2022 Q4	$569K	Sell	1,718 -2	-0.1%	-$633	﹤0.01%	286
2022 Q3	$477K	Buy	1,720 +761	+79%	+$214K	﹤0.01%	289
2022 Q2	$253K	Hold	959	–	–	﹤0.01%	380
2022 Q1	$230K	Sell	959 -10	-1%	-$2.34K	﹤0.01%	451
2021 Q4	$221K	Buy	+969	New	+$206K	﹤0.01%	509
2021 Q3	–	Sell	-1,008	Closed	-$239K	–	499
2021 Q2	$239K	Buy	1,008 +1	+0.1%	+$250	﹤0.01%	447
2021 Q1	$243K	Sell	1,007 -379	-27%	-$84.5K	﹤0.01%	431
2020 Q4	$289K	Sell	1,386 -234	-14%	-$45.9K	﹤0.01%	388
2020 Q3	$274K	Buy	1,620 +221	+16%	+$38.9K	﹤0.01%	347
2020 Q2	$263K	Hold	1,399	–	–	﹤0.01%	309
2020 Q1	$248K	Buy	1,399 +73	+6%	+$14.2K	﹤0.01%	306
2019 Q4	$271K	Sell	1,326 -31	-2%	-$5.68K	﹤0.01%	343
2019 Q3	$205K	Sell	1,357 -211	-13%	-$34.3K	﹤0.01%	350
2019 Q2	$247K	Buy	+1,568	New	+$246K	﹤0.01%	292
2019 Q1	–	Sell	-1,209	Closed	-$230K	–	328
2018 Q4	$230K	Buy	+1,209	New	+$252K	﹤0.01%	282

Other funds holding CI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return