SVA Wealth Management’s Cerner Corp CERN Stock Holding History

SVA 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
2016 Q4	–	Sell	-5,600	Closed	-$346K	–	207
2016 Q3	$346K	Hold	5,600	–	–	0.05%	158
2016 Q2	$328K	Sell	5,600 -1,000	-15%	-$55.7K	0.05%	163
2016 Q1	$350K	Sell	6,600 -40,738	-86%	-$2.22M	0.06%	161
2015 Q4	$2.85M	Sell	47,338 -5,150	-10%	-$317K	0.49%	65
2015 Q3	$3.15M	Buy	52,488 +33,688	+179%	+$2.2M	0.59%	59
2015 Q2	$1.3M	Buy	18,800 +1,550	+9%	+$108K	0.24%	100
2015 Q1	$1.26M	Buy	17,250 +11,650	+208%	+$807K	0.23%	102
2014 Q4	$362K	Hold	5,600	–	–	0.13%	137
2014 Q3	$334K	Hold	5,600	–	–	0.14%	128
2014 Q2	$289K	Hold	5,600	–	–	0.12%	133
2014 Q1	$315K	Hold	5,600	–	–	0.15%	124
2013 Q4	$312K	Buy	+5,600	New	+$314K	0.19%	114

Other funds holding CERN

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVA Wealth Management's CERN Position: Q4 2016 in Review

SVA Wealth Management sold out of Cerner Corp (CERN) in Q4 2016, closing a stake of 5,600 shares — an estimated $346K sold.

SVA Wealth Management first reported a position in CERN in Q4 2013 and held it in 12 quarters. The position peaked at $3.15M in Q3 2015. 684 funds tracked by Wall St. Rank hold CERN as of Q4 2016.

SVA Wealth Management reported no remaining Cerner Corp position as of Q4 2016 after selling out during the quarter.
SVA Wealth Management sold 5,600 Cerner Corp shares in Q4 2016, an estimated $346K.
SVA Wealth Management first reported a position in Cerner Corp in Q4 2013 and held it in 12 quarters.
SVA Wealth Management's Cerner Corp position peaked at $3.15M in Q3 2015.
684 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2016.

Based on SVA Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.