IMA Advisory Services’s Cerner Corp CERN Stock Holding History

IMA Advisory Services’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
2020 Q1	–	Sell	-87	Closed	-$6K	–	297
2019 Q4	$6K	Hold	87	–	–	﹤0.01%	246
2019 Q3	$6K	Hold	87	–	–	﹤0.01%	240
2019 Q2	$6K	Buy	+87	New	+$5.87K	﹤0.01%	229
2016 Q2	–	Sell	-51,101	Closed	-$2.67M	–	116
2016 Q1	$2.67M	Hold	51,101	–	–	1.55%	24
2015 Q4	$2.98M	Buy	51,101 +320	+0.6%	+$19.7K	1.81%	20
2015 Q3	$2.92M	Buy	50,781 +251	+0.5%	+$16.4K	1.85%	16
2015 Q2	$3.49M	Sell	50,530 -310	-0.6%	-$21.7K	1.66%	16
2015 Q1	$3.73M	Buy	50,840 +1,660	+3%	+$115K	1.81%	13
2014 Q4	$3.18M	Sell	49,180 -350	-0.7%	-$21.8K	1.64%	15
2014 Q3	$2.95M	Buy	49,530 +980	+2%	+$55.1K	1.39%	17
2014 Q2	$2.5M	Buy	48,550 +2,750	+6%	+$145K	1.15%	31
2014 Q1	$2.58M	Buy	45,800 +1,060	+2%	+$61.2K	1.2%	26
2013 Q4	$2.49M	Buy	44,740 +17,690	+65%	+$991K	1.19%	25
2013 Q3	$1.42M	Buy	27,050 +3,670	+16%	+$179K	0.7%	43
2013 Q2	$1.12M	Buy	+23,380	New	+$1.12M	0.61%	52

Other funds holding CERN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

IMA Advisory Services's CERN Position: Q1 2020 in Review

IMA Advisory Services sold out of Cerner Corp (CERN) in Q1 2020, closing a stake of 87 shares — an estimated $6K sold.

IMA Advisory Services first reported a position in CERN in Q2 2013 and held it in 15 quarters. The position peaked at $3.73M in Q1 2015. 753 funds tracked by Wall St. Rank hold CERN as of Q1 2020.

IMA Advisory Services reported no remaining Cerner Corp position as of Q1 2020 after selling out during the quarter.
IMA Advisory Services sold 87 Cerner Corp shares in Q1 2020, an estimated $6K.
IMA Advisory Services first reported a position in Cerner Corp in Q2 2013 and held it in 15 quarters.
IMA Advisory Services's Cerner Corp position peaked at $3.73M in Q1 2015.
753 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2020.

Based on IMA Advisory Services's 13F filing for Q1 2020, filed 14 Apr 2020.