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Broadview Advisors’s Cisco CSCO Stock Holding History

Broadview Advisors’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
2014
Q4 		– Sell
-38,650
Closed -$973K – 97
2014
Q3 		$973K Sell
38,650
-900
-2% -$22.6K 0.11% 78
2014
Q2 		$983K Sell
39,550
-100
-0.3% -$2.38K 0.1% 85
2014
Q1 		$889K Sell
39,650
-6,750
-15% -$149K 0.09% 89
2013
Q4 		$1.04M Buy
46,400
+6,100
+15% +$135K 0.11% 79
2013
Q3 		$944K Buy
40,300
+6,400
+19% +$159K 0.11% 87
2013
Q2 		$825K Buy
+33,900
New +$763K 0.12% 89

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Broadview Advisors's CSCO Position: Q4 2014 in Review

Broadview Advisors sold out of Cisco (CSCO) in Q4 2014, closing a stake of 38,650 shares — an estimated $973K sold.

Broadview Advisors first reported a position in CSCO in Q2 2013 and held it in 6 quarters. The position peaked at $1.04M in Q4 2013. 1,670 funds tracked by Wall St. Rank hold CSCO as of Q4 2014.

  • Broadview Advisors reported no remaining Cisco position as of Q4 2014 after selling out during the quarter.
  • Broadview Advisors sold 38,650 Cisco shares in Q4 2014, an estimated $973K.
  • Broadview Advisors first reported a position in Cisco in Q2 2013 and held it in 6 quarters.
  • Broadview Advisors's Cisco position peaked at $1.04M in Q4 2013.
  • 1,670 funds tracked by Wall St. Rank held Cisco as of Q4 2014.

Based on Broadview Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.