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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

B. Riley Wealth Advisors's CONE Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of CyrusOne Inc Common Stock (CONE) in Q1 2020, closing a stake of 5,207 shares — an estimated $341K sold.

B. Riley Wealth Advisors first reported a position in CONE in Q3 2017 and held it in 10 quarters. The position peaked at $787K in Q3 2018. 414 funds tracked by Wall St. Rank hold CONE as of Q1 2020.

  • B. Riley Wealth Advisors reported no remaining CyrusOne Inc Common Stock position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,207 CyrusOne Inc Common Stock shares in Q1 2020, an estimated $341K.
  • B. Riley Wealth Advisors first reported a position in CyrusOne Inc Common Stock in Q3 2017 and held it in 10 quarters.
  • B. Riley Wealth Advisors's CyrusOne Inc Common Stock position peaked at $787K in Q3 2018.
  • 414 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.