Creative Planning
CONE

Creative Planning’s CyrusOne Inc Common Stock CONE Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-1,057
Closed -$59K – 4058
2017
Q2 		$59K Buy
1,057
+832
+370% +$46K ﹤0.01% 2395
2017
Q1 		$12K Sell
225
-732
-76% -$36K ﹤0.01% 3498
2016
Q4 		$43K Sell
957
-227
-19% -$10.1K ﹤0.01% 2520
2016
Q3 		$56K Buy
1,184
+1,086
+1,108% +$56.2K ﹤0.01% 2279
2016
Q2 		$5K Buy
+98
New +$4.72K ﹤0.01% 3681
2015
Q1 		– Sell
-150
Closed -$4K – 4470
2014
Q4 		$4K Buy
+150
New +$3.94K ﹤0.01% 3629
2014
Q1 		– Sell
-100
Closed -$2K – 3807
2013
Q4 		$2K Buy
+100
New +$2.03K ﹤0.01% 3131

Other funds holding CONE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return