Willingdon Wealth Management’s Cerner Corp CERN Stock Holding History

Willingdon 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
2020 Q1	–	Sell	-41	Closed	-$3K	–	398
2019 Q4	$3K	Hold	41	–	–	﹤0.01%	315
2019 Q3	$3K	Buy	+41	New	+$2.9K	﹤0.01%	328
2018 Q4	–	Sell	-1,357	Closed	-$87K	–	419
2018 Q3	$87K	Buy	+1,357	New	+$86.3K	0.02%	171
2018 Q1	–	Sell	-150	Closed	-$10K	–	397
2017 Q4	$10K	Buy	+150	New	+$10.4K	﹤0.01%	248

Other funds holding CERN

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

BlackRock New York $5.72T AUM 30.48% 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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

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

Willingdon Wealth Management's CERN Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Cerner Corp (CERN) in Q1 2020, closing a stake of 41 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in CERN in Q4 2017 and held it in 4 quarters. The position peaked at $87K in Q3 2018. 753 funds tracked by Wall St. Rank hold CERN as of Q1 2020.

Willingdon Wealth Management reported no remaining Cerner Corp position as of Q1 2020 after selling out during the quarter.
Willingdon Wealth Management sold 41 Cerner Corp shares in Q1 2020, an estimated $3K.
Willingdon Wealth Management first reported a position in Cerner Corp in Q4 2017 and held it in 4 quarters.
Willingdon Wealth Management's Cerner Corp position peaked at $87K in Q3 2018.
753 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.