1 North Wealth Services’s Cisco CSCO Stock Holding History

1 North Wealth Services’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$18K	Buy	380 +316	+494%	+$14.7K	0.01%	156
2019 Q3	$3K	Buy	+64	New	+$3.33K	﹤0.01%	248
2019 Q1	$3K	Sell	64 -28	-30%	-$1.36K	﹤0.01%	228
2018 Q4	$4K	Buy	+92	New	+$4.21K	﹤0.01%	204

Other funds holding CSCO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1 North Wealth Services's CSCO Position: Q4 2019 in Review

1 North Wealth Services increased its Cisco (CSCO) stake by 494% in Q4 2019, buying an estimated $14.7K and bringing the position to 380 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #156.

1 North Wealth Services first reported a position in CSCO in Q4 2018 and has held it in 4 quarters since. 2,544 funds tracked by Wall St. Rank hold CSCO as of Q4 2019.

1 North Wealth Services held 380 shares of Cisco worth $18K as of Q4 2019.
1 North Wealth Services bought 316 Cisco shares in Q4 2019, an estimated $14.7K.
Cisco made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #156 holding.
1 North Wealth Services first reported a position in Cisco in Q4 2018 and has held it in 4 quarters since.
2,544 funds tracked by Wall St. Rank held Cisco as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.