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CA Family Wealth’s Cisco CSCO Stock Holding History

CA Family Wealth’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
2020
Q1 		$397K Sell
10,103
-6,396
-39% -$281K 0.42% 14
2019
Q4 		$791K Buy
+16,499
New +$767K 0.53% 10

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CA Family Wealth's CSCO Position: Q1 2020 in Review

CA Family Wealth reduced its Cisco (CSCO) stake by 39% in Q1 2020, selling an estimated $281K and leaving 10,103 shares worth $397K. The position accounts for 0.42% of the portfolio, ranked #14.

CA Family Wealth first reported a position in CSCO in Q4 2019 and has held it in 2 quarters since. The position peaked at $791K in Q4 2019. 2,433 funds tracked by Wall St. Rank hold CSCO as of Q1 2020.

  • CA Family Wealth held 10,103 shares of Cisco worth $397K as of Q1 2020.
  • CA Family Wealth sold 6,396 Cisco shares in Q1 2020, an estimated $281K.
  • Cisco made up 0.42% of CA Family Wealth's portfolio in Q1 2020, its #14 holding.
  • CA Family Wealth first reported a position in Cisco in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Cisco position peaked at $791K in Q4 2019.
  • 2,433 funds tracked by Wall St. Rank held Cisco as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.