WA
CERN

WFG Advisors’s Cerner Corp CERN Stock Holding History

WFG 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
2014
Q4 		– Sell
-2,000
Closed -$21K – 2275
2014
Q3 		$21K Sell
2,000
-3,000
-60% -$169K ﹤0.01% 1272
2014
Q2 		$23K Hold
5,000
– – ﹤0.01% 1226
2014
Q1 		$48K Buy
+5,000
New +$289K 0.01% 933

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WFG Advisors's CERN Position: Q2 2017 in Review

WFG Advisors reduced its Cerner Corp (CERN) stake by 75% in Q2 2017, selling an estimated $464K and leaving 2,390 shares worth $159K. The position accounts for 0.04% of the portfolio, ranked #424.

WFG Advisors first reported a position in CERN in Q2 2013 and has held it in 17 quarters since. The position peaked at $1M in Q4 2014. 683 funds tracked by Wall St. Rank hold CERN as of Q2 2017.

  • WFG Advisors held 2,390 shares of Cerner Corp worth $159K as of Q2 2017.
  • WFG Advisors sold 7,256 Cerner Corp shares in Q2 2017, an estimated $464K.
  • Cerner Corp made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #424 holding.
  • WFG Advisors first reported a position in Cerner Corp in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Cerner Corp position peaked at $1M in Q4 2014.
  • 683 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.