BWA
COR

Burt Wealth Advisors’s Coresite Realty Corporation COR Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-250
Closed -$18K – 583
2016
Q1 		$18K Buy
+250
New +$15.7K 0.02% 261

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Burt Wealth Advisors's COR Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Coresite Realty Corporation (COR) in Q2 2016, closing a stake of 250 shares — an estimated $18K sold.

Burt Wealth Advisors first reported a position in COR in Q1 2016 and held it in 1 quarter. The position peaked at $18K in Q1 2016. 252 funds tracked by Wall St. Rank hold COR as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Coresite Realty Corporation position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 250 Coresite Realty Corporation shares in Q2 2016, an estimated $18K.
  • Burt Wealth Advisors first reported a position in Coresite Realty Corporation in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Coresite Realty Corporation position peaked at $18K in Q1 2016.
  • 252 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.