RIA
CERN

Regal Investment Advisors’s Cerner Corp CERN Stock Holding History

Regal 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
Q2 		– Sell
-30,777
Closed -$1.78M – 324
2018
Q1 		$1.78M Sell
30,777
-25
-0.1% -$1.62K 0.39% 85
2017
Q4 		$2.08M Sell
30,802
-338
-1% -$23.4K 0.46% 72
2017
Q3 		$2.22M Sell
31,140
-4,312
-12% -$286K 0.52% 60
2017
Q2 		$2.36M Buy
+35,452
New +$2.27M 0.58% 56

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Investment Advisors's CERN Position: Q2 2018 in Review

Regal Investment Advisors sold out of Cerner Corp (CERN) in Q2 2018, closing a stake of 30,777 shares — an estimated $1.78M sold.

Regal Investment Advisors first reported a position in CERN in Q2 2017 and held it in 4 quarters. The position peaked at $2.36M in Q2 2017. 716 funds tracked by Wall St. Rank hold CERN as of Q2 2018.

  • Regal Investment Advisors reported no remaining Cerner Corp position as of Q2 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 30,777 Cerner Corp shares in Q2 2018, an estimated $1.78M.
  • Regal Investment Advisors first reported a position in Cerner Corp in Q2 2017 and held it in 4 quarters.
  • Regal Investment Advisors's Cerner Corp position peaked at $2.36M in Q2 2017.
  • 716 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2018.

Based on Regal Investment Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.