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YorkBridge Wealth Partners’s Cigna CI Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-123
Closed -$19K – 254
2019
Q2 		$19K Sell
123
-3
-2% -$470 0.01% 480
2019
Q1 		$20K Hold
126
– – 0.01% 465
2018
Q4 		$24K Buy
+126
New +$26.3K 0.01% 414

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YorkBridge Wealth Partners's CI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Cigna (CI) in Q3 2019, closing a stake of 123 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in CI in Q4 2018 and held it in 3 quarters. The position peaked at $24K in Q4 2018. 1,073 funds tracked by Wall St. Rank hold CI as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Cigna position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 123 Cigna shares in Q3 2019, an estimated $19K.
  • YorkBridge Wealth Partners first reported a position in Cigna in Q4 2018 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Cigna position peaked at $24K in Q4 2018.
  • 1,073 funds tracked by Wall St. Rank held Cigna as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.