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Planning Solutions Group’s Cisco CSCO Stock Holding History

Planning Solutions Group’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
Q2 		$1.4M Sell
25,509
-482
-2% -$26.6K 0.72% 28
2019
Q1 		$1.4M Sell
25,991
-4,298
-14% -$209K 0.75% 27
2018
Q4 		$1.31M Buy
+30,289
New +$1.39M 0.8% 25

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Planning Solutions Group's CSCO Position: Q2 2019 in Review

Planning Solutions Group reduced its Cisco (CSCO) stake by 1.9% in Q2 2019, selling an estimated $26.6K and leaving 25,509 shares worth $1.4M. The position accounts for 0.72% of the portfolio, ranked #28.

Planning Solutions Group first reported a position in CSCO in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.4M in Q1 2019. 2,428 funds tracked by Wall St. Rank hold CSCO as of Q2 2019.

  • Planning Solutions Group held 25,509 shares of Cisco worth $1.4M as of Q2 2019.
  • Planning Solutions Group sold 482 Cisco shares in Q2 2019, an estimated $26.6K.
  • Cisco made up 0.72% of Planning Solutions Group's portfolio in Q2 2019, its #28 holding.
  • Planning Solutions Group first reported a position in Cisco in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Cisco position peaked at $1.4M in Q1 2019.
  • 2,428 funds tracked by Wall St. Rank held Cisco as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.