Polaris Wealth Advisory Group’s Cigna CI Stock Holding History

Polaris Wealth Advisory Group’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
2020 Q1	–	Sell	-2,607	Closed	-$550K	–	129
2019 Q4	$550K	Buy	+2,607	New	+$478K	0.04%	111
2014 Q1	–	Sell	-3,651	Closed	-$319K	–	171
2013 Q4	$319K	Buy	3,651 +2,371	+185%	+$194K	0.08%	70
2013 Q3	$98.4K	Buy	1,280 +940	+276%	+$73.4K	0.03%	81
2013 Q2	$24.6K	Buy	+340	New	+$22.9K	0.01%	98

Other funds holding CI

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

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

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

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

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Polaris Wealth Advisory Group's CI Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of Cigna (CI) in Q1 2020, closing a stake of 2,607 shares — an estimated $550K sold.

Polaris Wealth Advisory Group first reported a position in CI in Q2 2013 and held it in 4 quarters. The position peaked at $550K in Q4 2019. 1,147 funds tracked by Wall St. Rank hold CI as of Q1 2020.

Polaris Wealth Advisory Group reported no remaining Cigna position as of Q1 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,607 Cigna shares in Q1 2020, an estimated $550K.
Polaris Wealth Advisory Group first reported a position in Cigna in Q2 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's Cigna position peaked at $550K in Q4 2019.
1,147 funds tracked by Wall St. Rank held Cigna as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.