IWMPD
CERN

Integrated Wealth Management (Palm Desert)’s Cerner Corp CERN Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-1,069
Closed -$66K – 1106
2016
Q3 		$66K Sell
1,069
-406
-28% -$25.6K 0.02% 367
2016
Q2 		$86K Buy
1,475
+76
+5% +$4.23K 0.03% 326
2016
Q1 		$74K Buy
+1,399
New +$76.2K 0.03% 330
2015
Q2 		– Sell
-56
Closed -$4K – 1499
2015
Q1 		$4K Buy
+56
New +$3.88K ﹤0.01% 990

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $79.8B AUM 16.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CERN Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Cerner Corp (CERN) in Q4 2016, closing a stake of 1,069 shares — an estimated $66K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CERN in Q1 2015 and held it in 4 quarters. The position peaked at $86K in Q2 2016. 684 funds tracked by Wall St. Rank hold CERN as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Cerner Corp position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,069 Cerner Corp shares in Q4 2016, an estimated $66K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Cerner Corp in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Cerner Corp position peaked at $86K in Q2 2016.
  • 684 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.