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Sound View Wealth Advisors’s Cisco CSCO Stock Holding History

Sound View Wealth 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
2019
Q1 		$2.27M Sell
42,110
-3,366
-7% -$164K 0.71% 42
2018
Q4 		$1.97M Buy
+45,476
New +$2.08M 0.71% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sound View Wealth Advisors's CSCO Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Cisco (CSCO) stake by 7.4% in Q1 2019, selling an estimated $164K and leaving 42,110 shares worth $2.27M. The position accounts for 0.71% of the portfolio, ranked #42.

Sound View Wealth Advisors first reported a position in CSCO in Q4 2018 and has held it in 2 quarters since. 2,378 funds tracked by Wall St. Rank hold CSCO as of Q1 2019.

  • Sound View Wealth Advisors held 42,110 shares of Cisco worth $2.27M as of Q1 2019.
  • Sound View Wealth Advisors sold 3,366 Cisco shares in Q1 2019, an estimated $164K.
  • Cisco made up 0.71% of Sound View Wealth Advisors's portfolio in Q1 2019, its #42 holding.
  • Sound View Wealth Advisors first reported a position in Cisco in Q4 2018 and has held it in 2 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Cisco as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.