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 – 4468
2014
Q4 		$4K Buy
+150
New +$3.94K ﹤0.01% 3629
2014
Q1 		– Sell
-100
Closed -$2K – 3806
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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's CONE Position: Q3 2017 in Review

Creative Planning sold out of CyrusOne Inc Common Stock (CONE) in Q3 2017, closing a stake of 1,057 shares — an estimated $59K sold.

Creative Planning first reported a position in CONE in Q4 2013 and held it in 7 quarters. The position peaked at $59K in Q2 2017. 321 funds tracked by Wall St. Rank hold CONE as of Q3 2017.

  • Creative Planning reported no remaining CyrusOne Inc Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,057 CyrusOne Inc Common Stock shares in Q3 2017, an estimated $59K.
  • Creative Planning first reported a position in CyrusOne Inc Common Stock in Q4 2013 and held it in 7 quarters.
  • Creative Planning's CyrusOne Inc Common Stock position peaked at $59K in Q2 2017.
  • 321 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.