Circle Wealth Management’s CyrusOne Inc Common Stock CONE Stock Holding History

Circle Wealth Management’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 Q2	–	Sell	-3,310	Closed	-$204K	–	235
2020 Q1	$204K	Hold	3,310	–	–	0.04%	180
2019 Q4	$217K	Sell	3,310 -690	-17%	-$47.4K	0.04%	172
2019 Q3	$316K	Hold	4,000	–	–	0.07%	126
2019 Q2	$231K	Hold	4,000	–	–	0.05%	142
2019 Q1	$210K	Buy	+4,000	New	+$209K	0.05%	149

Other funds holding CONE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Circle Wealth Management's CONE Position: Q2 2020 in Review

Circle Wealth Management sold out of CyrusOne Inc Common Stock (CONE) in Q2 2020, closing a stake of 3,310 shares — an estimated $204K sold.

Circle Wealth Management first reported a position in CONE in Q1 2019 and held it in 5 quarters. The position peaked at $316K in Q3 2019. 426 funds tracked by Wall St. Rank hold CONE as of Q2 2020.

Circle Wealth Management reported no remaining CyrusOne Inc Common Stock position as of Q2 2020 after selling out during the quarter.
Circle Wealth Management sold 3,310 CyrusOne Inc Common Stock shares in Q2 2020, an estimated $204K.
Circle Wealth Management first reported a position in CyrusOne Inc Common Stock in Q1 2019 and held it in 5 quarters.
Circle Wealth Management's CyrusOne Inc Common Stock position peaked at $316K in Q3 2019.
426 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q2 2020.

Based on Circle Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.