MFW
CERN

Mosaic Family Wealth’s Cerner Corp CERN Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-1,154
Closed -$66K – 654
2019
Q1 		$66K Buy
1,154
+124
+12% +$6.9K 0.03% 280
2018
Q4 		$54K Hold
1,030
– – 0.02% 302
2018
Q3 		$58K Sell
1,030
-70
-6% -$4.45K 0.02% 299
2018
Q2 		$66K Sell
1,100
-100
-8% -$5.92K 0.03% 271
2018
Q1 		$70K Buy
1,200
+500
+71% +$32.5K 0.03% 265
2017
Q4 		$47K Sell
700
-6,000
-90% -$415K 0.02% 337
2017
Q3 		$478K Buy
6,700
+600
+10% +$39.8K 0.19% 103
2017
Q2 		$405K Sell
6,100
-2,934
-32% -$187K 0.17% 106
2017
Q1 		$532K Buy
9,034
+834
+10% +$45.1K 0.23% 83
2016
Q4 		$391K Buy
8,200
+4,100
+100% +$218K 0.18% 107
2016
Q3 		$253K Sell
4,100
-3,600
-47% -$227K 0.12% 148
2016
Q2 		$452K Buy
7,700
+7,600
+7,600% +$423K 0.22% 87
2016
Q1 		$5K Hold
100
– – ﹤0.01% 610
2015
Q4 		$6K Buy
+100
New +$6.15K ﹤0.01% 580

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Mosaic Family Wealth's CERN Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Cerner Corp (CERN) in Q2 2019, closing a stake of 1,154 shares — an estimated $66K sold.

Mosaic Family Wealth first reported a position in CERN in Q4 2015 and held it in 14 quarters. The position peaked at $532K in Q1 2017. 722 funds tracked by Wall St. Rank hold CERN as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Cerner Corp position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,154 Cerner Corp shares in Q2 2019, an estimated $66K.
  • Mosaic Family Wealth first reported a position in Cerner Corp in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Cerner Corp position peaked at $532K in Q1 2017.
  • 722 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.