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Lyons Wealth Management’s Cisco CSCO Stock Holding History

Lyons Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,863
Closed -$211K – 19
2018
Q4 		$211K Sell
4,863
-400
-8% -$18.3K 0.69% 36
2018
Q3 		$256K Buy
5,263
+491
+10% +$22.1K 0.51% 39
2018
Q2 		$206K Buy
+4,772
New +$209K 0.29% 38

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lyons Wealth Management's CSCO Position: Q1 2019 in Review

Lyons Wealth Management sold out of Cisco (CSCO) in Q1 2019, closing a stake of 4,863 shares — an estimated $211K sold.

Lyons Wealth Management first reported a position in CSCO in Q2 2018 and held it in 3 quarters. The position peaked at $256K in Q3 2018. 2,378 funds tracked by Wall St. Rank hold CSCO as of Q1 2019.

  • Lyons Wealth Management reported no remaining Cisco position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 4,863 Cisco shares in Q1 2019, an estimated $211K.
  • Lyons Wealth Management first reported a position in Cisco in Q2 2018 and held it in 3 quarters.
  • Lyons Wealth Management's Cisco position peaked at $256K in Q3 2018.
  • 2,378 funds tracked by Wall St. Rank held Cisco as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.