AWM
CONE

AllSquare Wealth Management’s CyrusOne Inc Common Stock CONE Stock Holding History

AllSquare Wealth Management’s Portfolio CONE Stock Details CONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-584
Closed -$31K – 499
2018
Q4 		$31K Buy
584
+216
+59% +$12.3K 0.03% 216
2018
Q3 		$23K Sell
368
-58
-14% -$3.75K 0.02% 257
2018
Q2 		$25K Hold
426
– – 0.02% 255
2018
Q1 		$22K Buy
426
+57
+15% +$3.05K 0.02% 229
2017
Q4 		$22K Sell
369
-17
-4% -$1.03K 0.02% 227
2017
Q3 		$23K Buy
+386
New +$23K 0.02% 218

Other funds holding CONE

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

AllSquare Wealth Management's CONE Position: Q1 2019 in Review

AllSquare Wealth Management sold out of CyrusOne Inc Common Stock (CONE) in Q1 2019, closing a stake of 584 shares — an estimated $31K sold.

AllSquare Wealth Management first reported a position in CONE in Q3 2017 and held it in 6 quarters. The position peaked at $31K in Q4 2018. 377 funds tracked by Wall St. Rank hold CONE as of Q1 2019.

  • AllSquare Wealth Management reported no remaining CyrusOne Inc Common Stock position as of Q1 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 584 CyrusOne Inc Common Stock shares in Q1 2019, an estimated $31K.
  • AllSquare Wealth Management first reported a position in CyrusOne Inc Common Stock in Q3 2017 and held it in 6 quarters.
  • AllSquare Wealth Management's CyrusOne Inc Common Stock position peaked at $31K in Q4 2018.
  • 377 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2019.

Based on AllSquare Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.