OIA
CERN

Optimum Investment Advisors’s Cerner Corp CERN Stock Holding History

Optimum Investment Advisors’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
2018
Q4 		– Sell
-400
Closed -$26K – 1057
2018
Q3 		$26K Sell
400
-485
-55% -$30.9K 0.01% 681
2018
Q2 		$53K Buy
885
+400
+82% +$23.7K 0.02% 522
2018
Q1 		$28K Buy
+485
New +$31.5K 0.01% 646

Other funds holding CERN

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Optimum Investment Advisors's CERN Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Cerner Corp (CERN) in Q4 2018, closing a stake of 400 shares — an estimated $26K sold.

Optimum Investment Advisors first reported a position in CERN in Q1 2018 and held it in 3 quarters. The position peaked at $53K in Q2 2018. 689 funds tracked by Wall St. Rank hold CERN as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Cerner Corp position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Cerner Corp shares in Q4 2018, an estimated $26K.
  • Optimum Investment Advisors first reported a position in Cerner Corp in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Cerner Corp position peaked at $53K in Q2 2018.
  • 689 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.