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New England Private Wealth Advisors’s Cisco CSCO Stock Holding History

New England Private Wealth Advisors’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
Q4 		– Sell
-9,405
Closed -$464K – 98
2019
Q3 		$464K Buy
9,405
+22
+0.2% +$1.14K 0.11% 95
2019
Q2 		$514K Buy
9,383
+528
+6% +$29.2K 0.12% 91
2019
Q1 		$479K Buy
8,855
+756
+9% +$36.7K 0.12% 92
2018
Q4 		$351K Sell
8,099
-1,641
-17% -$75.1K 0.1% 99
2018
Q3 		$475K Buy
9,740
+16
+0.2% +$720 0.13% 92
2018
Q2 		$419K Buy
9,724
+2,203
+29% +$96.3K 0.12% 93
2018
Q1 		$323K Buy
7,521
+14
+0.2% +$594 0.09% 108
2017
Q4 		$288K Buy
7,507
+18
+0.2% +$643 0.08% 111
2017
Q3 		$252K Buy
+7,489
New +$238K 0.07% 116

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New England Private Wealth Advisors's CSCO Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Cisco (CSCO) in Q4 2019, closing a stake of 9,405 shares — an estimated $464K sold.

New England Private Wealth Advisors first reported a position in CSCO in Q3 2017 and held it in 9 quarters. The position peaked at $514K in Q2 2019. 2,544 funds tracked by Wall St. Rank hold CSCO as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Cisco position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 9,405 Cisco shares in Q4 2019, an estimated $464K.
  • New England Private Wealth Advisors first reported a position in Cisco in Q3 2017 and held it in 9 quarters.
  • New England Private Wealth Advisors's Cisco position peaked at $514K in Q2 2019.
  • 2,544 funds tracked by Wall St. Rank held Cisco as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.