Simply Money Advisors’s Cisco CSCO Stock Holding History

Simply Money Advisors’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
2013 Q4	–	Sell	-200	Closed	-$5K	–	92
2013 Q3	$5K	Sell	200 -464	-70%	-$11.5K	﹤0.01%	86
2013 Q2	$16K	Buy	+664	New	+$14.9K	﹤0.01%	124

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simply Money Advisors's CSCO Position: Q4 2013 in Review

Simply Money Advisors sold out of Cisco (CSCO) in Q4 2013, closing a stake of 200 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in CSCO in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q2 2013. 1,556 funds tracked by Wall St. Rank hold CSCO as of Q4 2013.

Simply Money Advisors reported no remaining Cisco position as of Q4 2013 after selling out during the quarter.
Simply Money Advisors sold 200 Cisco shares in Q4 2013, an estimated $5K.
Simply Money Advisors first reported a position in Cisco in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's Cisco position peaked at $16K in Q2 2013.
1,556 funds tracked by Wall St. Rank held Cisco as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.