IFAM
CERN

Institutional & Family Asset Management’s Cerner Corp CERN Stock Holding History

Institutional & Family Asset 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
2018
Q4 		– Sell
-654
Closed -$42K – 897
2018
Q3 		$42K Hold
654
– – 0.01% 368
2018
Q2 		$39K Hold
654
– – 0.01% 374
2018
Q1 		$38K Buy
+654
New +$42.5K 0.01% 352

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $535B AUM 26.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Institutional & Family Asset Management's CERN Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Cerner Corp (CERN) in Q4 2018, closing a stake of 654 shares — an estimated $42K sold.

Institutional & Family Asset Management first reported a position in CERN in Q1 2018 and held it in 3 quarters. The position peaked at $42K in Q3 2018. 689 funds tracked by Wall St. Rank hold CERN as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Cerner Corp position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 654 Cerner Corp shares in Q4 2018, an estimated $42K.
  • Institutional & Family Asset Management first reported a position in Cerner Corp in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Cerner Corp position peaked at $42K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.