WCA
CERN

Westover Capital Advisors’s Cerner Corp CERN Stock Holding History

Westover Capital 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
2016
Q4 		– Sell
-3,635
Closed -$224K – 105
2016
Q3 		$224K Sell
3,635
-6,207
-63% -$392K 0.17% 83
2016
Q2 		$577K Sell
9,842
-487
-5% -$27.1K 0.47% 59
2016
Q1 		$547K Buy
10,329
+5,513
+114% +$300K 0.46% 60
2015
Q4 		$290K Sell
4,816
-121
-2% -$7.44K 0.24% 79
2015
Q3 		$296K Buy
+4,937
New +$323K 0.25% 74

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westover Capital Advisors's CERN Position: Q4 2016 in Review

Westover Capital Advisors sold out of Cerner Corp (CERN) in Q4 2016, closing a stake of 3,635 shares — an estimated $224K sold.

Westover Capital Advisors first reported a position in CERN in Q3 2015 and held it in 5 quarters. The position peaked at $577K in Q2 2016. 684 funds tracked by Wall St. Rank hold CERN as of Q4 2016.

  • Westover Capital Advisors reported no remaining Cerner Corp position as of Q4 2016 after selling out during the quarter.
  • Westover Capital Advisors sold 3,635 Cerner Corp shares in Q4 2016, an estimated $224K.
  • Westover Capital Advisors first reported a position in Cerner Corp in Q3 2015 and held it in 5 quarters.
  • Westover Capital Advisors's Cerner Corp position peaked at $577K in Q2 2016.
  • 684 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2016.

Based on Westover Capital Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.