BRWA
CONE

B. Riley Wealth Advisors’s CyrusOne Inc Common Stock CONE Stock Holding History

B. Riley Wealth Advisors’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
2020
Q1 		– Sell
-5,207
Closed -$341K – 923
2019
Q4 		$341K Sell
5,207
-184
-3% -$12.6K 0.03% 547
2019
Q3 		$427K Buy
5,391
+306
+6% +$20.4K 0.04% 456
2019
Q2 		$294K Sell
5,085
-701
-12% -$41.1K 0.03% 573
2019
Q1 		$305K Buy
5,786
+1,261
+28% +$66K 0.04% 489
2018
Q4 		$240K Sell
4,525
-7,876
-64% -$450K 0.03% 515
2018
Q3 		$787K Buy
12,401
+871
+8% +$56.4K 0.09% 230
2018
Q2 		$674K Sell
11,530
-227
-2% -$12.3K 0.09% 248
2018
Q1 		$603K Sell
11,757
-771
-6% -$41.3K 0.08% 260
2017
Q4 		$747K Buy
12,528
+287
+2% +$17.4K 0.1% 225
2017
Q3 		$723K Buy
+12,241
New +$730K 0.12% 188

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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