OIWM
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OptiFour Integrated Wealth Management’s Cisco CSCO Stock Holding History

OptiFour Integrated 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
Q4 		$207K Hold
4,309
– – 0.14% 72
2019
Q3 		$213K Sell
4,309
-365
-8% -$19K 0.15% 69
2019
Q2 		$256K Buy
+4,674
New +$258K 0.18% 65

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

OptiFour Integrated Wealth Management's CSCO Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Cisco (CSCO) position steady in Q4 2019 at 4,309 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #72.

OptiFour Integrated Wealth Management first reported a position in CSCO in Q2 2019 and has held it in 3 quarters since. The position peaked at $256K in Q2 2019. 2,545 funds tracked by Wall St. Rank hold CSCO as of Q4 2019.

  • OptiFour Integrated Wealth Management held 4,309 shares of Cisco worth $207K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Cisco share count unchanged in Q4 2019.
  • Cisco made up 0.14% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #72 holding.
  • OptiFour Integrated Wealth Management first reported a position in Cisco in Q2 2019 and has held it in 3 quarters since.
  • OptiFour Integrated Wealth Management's Cisco position peaked at $256K in Q2 2019.
  • 2,545 funds tracked by Wall St. Rank held Cisco as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.