BWFM
CERN

Bridgewater Wealth & Financial Management’s Cerner Corp CERN Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio CERN Stock Details CERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$7.29M Sell
108,224
-3,060
-3% -$211K 2.91% 14
2017
Q3 		$7.94M Sell
111,284
-1,617
-1% -$107K 3.25% 9
2017
Q2 		$7.5M Buy
112,901
+4,645
+4% +$297K 2.5% 10
2017
Q1 		$6.37M Buy
108,256
+10,423
+11% +$563K 2.33% 15
2016
Q4 		$4.63M Buy
+97,833
New +$5.19M 1.75% 22

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bridgewater Wealth & Financial Management's CERN Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management reduced its Cerner Corp (CERN) stake by 2.7% in Q4 2017, selling an estimated $211K and leaving 108,224 shares worth $7.29M. The position accounts for 2.91% of the portfolio, ranked #14.

Bridgewater Wealth & Financial Management first reported a position in CERN in Q4 2016 and has held it in 5 quarters since. The position peaked at $7.94M in Q3 2017. 733 funds tracked by Wall St. Rank hold CERN as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 108,224 shares of Cerner Corp worth $7.29M as of Q4 2017.
  • Bridgewater Wealth & Financial Management sold 3,060 Cerner Corp shares in Q4 2017, an estimated $211K.
  • Cerner Corp made up 2.91% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #14 holding.
  • Bridgewater Wealth & Financial Management first reported a position in Cerner Corp in Q4 2016 and has held it in 5 quarters since.
  • Bridgewater Wealth & Financial Management's Cerner Corp position peaked at $7.94M in Q3 2017.
  • 733 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.