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Sheets Smith Wealth Management’s Cigna CI Stock Holding History

Sheets Smith Wealth 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
2018
Q1 		– Sell
-2,133
Closed -$433K – 314
2017
Q4 		$433K Buy
2,133
+76
+4% +$15.1K 0.1% 206
2017
Q3 		$385K Buy
+2,057
New +$366K 0.1% 213

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Sheets Smith Wealth Management's CI Position: Q1 2018 in Review

Sheets Smith Wealth Management sold out of Cigna (CI) in Q1 2018, closing a stake of 2,133 shares — an estimated $433K sold.

Sheets Smith Wealth Management first reported a position in CI in Q3 2017 and held it in 2 quarters. The position peaked at $433K in Q4 2017. 870 funds tracked by Wall St. Rank hold CI as of Q1 2018.

  • Sheets Smith Wealth Management reported no remaining Cigna position as of Q1 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,133 Cigna shares in Q1 2018, an estimated $433K.
  • Sheets Smith Wealth Management first reported a position in Cigna in Q3 2017 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Cigna position peaked at $433K in Q4 2017.
  • 870 funds tracked by Wall St. Rank held Cigna as of Q1 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2018, filed 9 Apr 2018.