CFA
CONE

Carroll Financial Associates’s CyrusOne Inc Common Stock CONE Stock Holding History

Carroll Financial Associates’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
2021
Q2 		– Sell
-3
Closed – – 1902
2021
Q1 		$0 Buy
+3
New +$208 ﹤0.01% 1809
2020
Q2 		– Sell
-53
Closed -$3K – 1752
2020
Q1 		$3K Hold
53
– – ﹤0.01% 1267
2019
Q4 		$3K Hold
53
– – ﹤0.01% 1352
2019
Q3 		$4K Hold
53
– – ﹤0.01% 1252
2019
Q2 		$3K Buy
+53
New +$3.11K ﹤0.01% 1346
2016
Q2 		– Sell
-15
Closed – – 1246
2016
Q1 		$0 Buy
+15
New +$573 ﹤0.01% 1244

Other funds holding CONE

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Carroll Financial Associates's CONE Position: Q2 2021 in Review

Carroll Financial Associates sold out of CyrusOne Inc Common Stock (CONE) in Q2 2021, closing a stake of 3 shares.

Carroll Financial Associates first reported a position in CONE in Q1 2016 and held it in 6 quarters. The position peaked at $4K in Q3 2019. 419 funds tracked by Wall St. Rank hold CONE as of Q2 2021.

  • Carroll Financial Associates reported no remaining CyrusOne Inc Common Stock position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 3 CyrusOne Inc Common Stock shares in Q2 2021.
  • Carroll Financial Associates first reported a position in CyrusOne Inc Common Stock in Q1 2016 and held it in 6 quarters.
  • Carroll Financial Associates's CyrusOne Inc Common Stock position peaked at $4K in Q3 2019.
  • 419 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.