GWM
CERN

Gupta Wealth Management’s Cerner Corp CERN Stock Holding History

Gupta 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
2016
Q1 		$56K Sell
1,053
-298
-22% -$16.2K 0.01% 424
2015
Q4 		$81K Buy
1,351
+315
+30% +$19.4K 0.02% 355
2015
Q3 		$62K Sell
1,036
-54
-5% -$3.53K 0.02% 409
2015
Q2 		$75K Buy
1,090
+599
+122% +$41.9K 0.02% 391
2015
Q1 		$36K Buy
+491
New +$34K 0.01% 461

Other funds holding CERN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $26.9B AUM 34.44% 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 $10.3B AUM 4.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Gupta Wealth Management's CERN Position: Q1 2016 in Review

Gupta Wealth Management reduced its Cerner Corp (CERN) stake by 22% in Q1 2016, selling an estimated $16.2K and leaving 1,053 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #424.

Gupta Wealth Management first reported a position in CERN in Q1 2015 and has held it in 5 quarters since. The position peaked at $81K in Q4 2015. 669 funds tracked by Wall St. Rank hold CERN as of Q1 2016.

  • Gupta Wealth Management held 1,053 shares of Cerner Corp worth $56K as of Q1 2016.
  • Gupta Wealth Management sold 298 Cerner Corp shares in Q1 2016, an estimated $16.2K.
  • Cerner Corp made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #424 holding.
  • Gupta Wealth Management first reported a position in Cerner Corp in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Cerner Corp position peaked at $81K in Q4 2015.
  • 669 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.