APP
COR

Avantax Planning Partners’s Coresite Realty Corporation COR Stock Holding History

Avantax Planning Partners’s Portfolio COR Stock Details COR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-44
Closed -$4K – 1655
2018
Q1 		$4K Buy
+44
New +$4.5K ﹤0.01% 1466

Other funds holding COR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Planning Partners's COR Position: Q2 2018 in Review

Avantax Planning Partners sold out of Coresite Realty Corporation (COR) in Q2 2018, closing a stake of 44 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in COR in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 336 funds tracked by Wall St. Rank hold COR as of Q2 2018.

  • Avantax Planning Partners reported no remaining Coresite Realty Corporation position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 44 Coresite Realty Corporation shares in Q2 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Coresite Realty Corporation in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Coresite Realty Corporation position peaked at $4K in Q1 2018.
  • 336 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.