WA
CERN

Waverly Advisors’s Cerner Corp CERN Stock Holding History

Waverly 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
Q1 		– Sell
-3,553
Closed -$239K – 370
2017
Q4 		$239K Hold
3,553
– – 0.03% 212
2017
Q3 		$253K Sell
3,553
-120
-3% -$7.96K 0.05% 190
2017
Q2 		$244K Buy
3,673
+91
+3% +$5.81K 0.06% 191
2017
Q1 		$211K Buy
+3,582
New +$194K 0.06% 198
2016
Q1 		– Sell
-6,263
Closed -$377K – 126
2015
Q4 		$377K Buy
+6,263
New +$385K 0.16% 70
2014
Q1 		– Sell
-3,800
Closed -$212K – 853
2013
Q4 		$212K Hold
3,800
– – 0.07% 141
2013
Q3 		$200K Sell
3,800
-3,800
-50% -$185K 0.1% 101
2013
Q2 		$365K Buy
+7,600
New +$363K 0.21% 57

Other funds holding CERN

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Waverly Advisors's CERN Position: Q1 2018 in Review

Waverly Advisors sold out of Cerner Corp (CERN) in Q1 2018, closing a stake of 3,553 shares — an estimated $239K sold.

Waverly Advisors first reported a position in CERN in Q2 2013 and held it in 8 quarters. The position peaked at $377K in Q4 2015. 722 funds tracked by Wall St. Rank hold CERN as of Q1 2018.

  • Waverly Advisors reported no remaining Cerner Corp position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 3,553 Cerner Corp shares in Q1 2018, an estimated $239K.
  • Waverly Advisors first reported a position in Cerner Corp in Q2 2013 and held it in 8 quarters.
  • Waverly Advisors's Cerner Corp position peaked at $377K in Q4 2015.
  • 722 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.