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ProVise Management Group’s Cigna CI Stock Holding History

ProVise Management 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
2019
Q2 		– Sell
-1,497
Closed -$241K – 313
2019
Q1 		$241K Sell
1,497
-5,199
-78% -$949K 0.03% 265
2018
Q4 		$1.27M Buy
+6,696
New +$1.4M 0.2% 121

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ProVise Management Group's CI Position: Q2 2019 in Review

ProVise Management Group sold out of Cigna (CI) in Q2 2019, closing a stake of 1,497 shares — an estimated $241K sold.

ProVise Management Group first reported a position in CI in Q4 2018 and held it in 2 quarters. The position peaked at $1.27M in Q4 2018. 1,084 funds tracked by Wall St. Rank hold CI as of Q2 2019.

  • ProVise Management Group reported no remaining Cigna position as of Q2 2019 after selling out during the quarter.
  • ProVise Management Group sold 1,497 Cigna shares in Q2 2019, an estimated $241K.
  • ProVise Management Group first reported a position in Cigna in Q4 2018 and held it in 2 quarters.
  • ProVise Management Group's Cigna position peaked at $1.27M in Q4 2018.
  • 1,084 funds tracked by Wall St. Rank held Cigna as of Q2 2019.

Based on ProVise Management Group's 13F filing for Q2 2019, filed 9 Aug 2019.