PWM
CERN

Patriot Wealth Management’s Cerner Corp CERN Stock Holding History

Patriot Wealth Management’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
2014
Q4 		– Sell
-74,816
Closed -$4.46M – 65
2014
Q3 		$4.46M Buy
74,816
+1,933
+3% +$109K 1.1% 35
2014
Q2 		$3.76M Buy
72,883
+30,974
+74% +$1.63M 0.95% 44
2014
Q1 		$2.36M Buy
41,909
+808
+2% +$46.6K 0.63% 49
2013
Q4 		$2.29M Sell
41,101
-49,923
-55% -$2.8M 0.63% 51
2013
Q3 		$4.78M Sell
91,024
-3,268
-3% -$159K 1.42% 29
2013
Q2 		$4.53M Buy
+94,292
New +$4.51M 1.43% 29

Other funds holding CERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Patriot Wealth Management's CERN Position: Q4 2014 in Review

Patriot Wealth Management sold out of Cerner Corp (CERN) in Q4 2014, closing a stake of 74,816 shares — an estimated $4.46M sold.

Patriot Wealth Management first reported a position in CERN in Q2 2013 and held it in 6 quarters. The position peaked at $4.78M in Q3 2013. 601 funds tracked by Wall St. Rank hold CERN as of Q4 2014.

  • Patriot Wealth Management reported no remaining Cerner Corp position as of Q4 2014 after selling out during the quarter.
  • Patriot Wealth Management sold 74,816 Cerner Corp shares in Q4 2014, an estimated $4.46M.
  • Patriot Wealth Management first reported a position in Cerner Corp in Q2 2013 and held it in 6 quarters.
  • Patriot Wealth Management's Cerner Corp position peaked at $4.78M in Q3 2013.
  • 601 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2014.

Based on Patriot Wealth Management's 13F filing for Q4 2014, filed 22 Jan 2015.