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Willingdon Wealth Management’s Cigna CI Stock Holding History

Willingdon 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
2020
Q1 		$4K Sell
21
-18
-46% -$3.49K ﹤0.01% 239
2019
Q4 		$8K Hold
39
– – ﹤0.01% 251
2019
Q3 		$6K Sell
39
-81
-68% -$13.2K ﹤0.01% 263
2019
Q2 		$19K Hold
120
– – ﹤0.01% 209
2019
Q1 		$19K Sell
120
-168
-58% -$30.7K ﹤0.01% 220
2018
Q4 		$55K Buy
288
+278
+2,780% +$58K 0.02% 170
2018
Q3 		$2K Buy
+10
New +$1.85K ﹤0.01% 359

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $191B AUM 17.5% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Willingdon Wealth Management's CI Position: Q1 2020 in Review

Willingdon Wealth Management reduced its Cigna (CI) stake by 46% in Q1 2020, selling an estimated $3.49K and leaving 21 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Willingdon Wealth Management first reported a position in CI in Q3 2018 and has held it in 7 quarters since. The position peaked at $55K in Q4 2018. 1,147 funds tracked by Wall St. Rank hold CI as of Q1 2020.

  • Willingdon Wealth Management held 21 shares of Cigna worth $4K as of Q1 2020.
  • Willingdon Wealth Management sold 18 Cigna shares in Q1 2020, an estimated $3.49K.
  • Cigna made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #239 holding.
  • Willingdon Wealth Management first reported a position in Cigna in Q3 2018 and has held it in 7 quarters since.
  • Willingdon Wealth Management's Cigna position peaked at $55K in Q4 2018.
  • 1,147 funds tracked by Wall St. Rank held Cigna as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.