CWM
CERN

Cabot Wealth Management’s Cerner Corp CERN Stock Holding History

Cabot Wealth 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
2014
Q1 		– Sell
-39,892
Closed -$2.22M – 157
2013
Q4 		$2.22M Sell
39,892
-22,773
-36% -$1.28M 0.58% 82
2013
Q3 		$3.29M Sell
62,665
-1,155
-2% -$56.2K 0.99% 39
2013
Q2 		$3.07M Buy
+63,820
New +$3.05M 1.05% 25

Other funds holding CERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Cabot Wealth Management's CERN Position: Q1 2014 in Review

Cabot Wealth Management sold out of Cerner Corp (CERN) in Q1 2014, closing a stake of 39,892 shares — an estimated $2.22M sold.

Cabot Wealth Management first reported a position in CERN in Q2 2013 and held it in 3 quarters. The position peaked at $3.29M in Q3 2013. 556 funds tracked by Wall St. Rank hold CERN as of Q1 2014.

  • Cabot Wealth Management reported no remaining Cerner Corp position as of Q1 2014 after selling out during the quarter.
  • Cabot Wealth Management sold 39,892 Cerner Corp shares in Q1 2014, an estimated $2.22M.
  • Cabot Wealth Management first reported a position in Cerner Corp in Q2 2013 and held it in 3 quarters.
  • Cabot Wealth Management's Cerner Corp position peaked at $3.29M in Q3 2013.
  • 556 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2014.

Based on Cabot Wealth Management's 13F filing for Q1 2014, filed 14 Apr 2014.