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CERN

WealthPLAN Partners’s Cerner Corp CERN Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-144
Closed -$8.51K – 455
2017
Q1 		$8.51K Buy
+144
New +$7.78K 0.03% 288
2016
Q3 		$46.5K Sell
764
-170
-18% -$10.7K 0.02% 352
2016
Q2 		$44.8K Buy
+934
New +$52K 0.01% 972
2015
Q4 		$44.8K Buy
+744
New +$45.8K 0.01% 661
2015
Q2 		– Sell
-244
Closed -$17K – 523
2015
Q1 		$17K Buy
+244
New +$16.9K 0.01% 333

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WealthPLAN Partners's CERN Position: Q2 2017 in Review

WealthPLAN Partners sold out of Cerner Corp (CERN) in Q2 2017, closing a stake of 144 shares — an estimated $8.51K sold.

WealthPLAN Partners first reported a position in CERN in Q1 2015 and held it in 5 quarters. The position peaked at $46.5K in Q3 2016. 683 funds tracked by Wall St. Rank hold CERN as of Q2 2017.

  • WealthPLAN Partners reported no remaining Cerner Corp position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 144 Cerner Corp shares in Q2 2017, an estimated $8.51K.
  • WealthPLAN Partners first reported a position in Cerner Corp in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Cerner Corp position peaked at $46.5K in Q3 2016.
  • 683 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.