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Oak Point Wealth Management’s Cisco CSCO Stock Holding History

Oak Point 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
2018
Q1 		$53K Sell
1,290
-36,057
-97% -$1.53M 0.05% 107
2017
Q4 		$1.43M Buy
+37,347
New +$1.33M 1.41% 24

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Oak Point Wealth Management's CSCO Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Cisco (CSCO) stake by 97% in Q1 2018, selling an estimated $1.53M and leaving 1,290 shares worth $53K. The position accounts for 0.05% of the portfolio, ranked #107.

Oak Point Wealth Management first reported a position in CSCO in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.43M in Q4 2017. 2,188 funds tracked by Wall St. Rank hold CSCO as of Q1 2018.

  • Oak Point Wealth Management held 1,290 shares of Cisco worth $53K as of Q1 2018.
  • Oak Point Wealth Management sold 36,057 Cisco shares in Q1 2018, an estimated $1.53M.
  • Cisco made up 0.05% of Oak Point Wealth Management's portfolio in Q1 2018, its #107 holding.
  • Oak Point Wealth Management first reported a position in Cisco in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Cisco position peaked at $1.43M in Q4 2017.
  • 2,188 funds tracked by Wall St. Rank held Cisco as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.