IPC
COR

Independent Portfolio Consultants’s Coresite Realty Corporation COR Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$27K Sell
260
-120
-32% -$12K 0.01% 586
2017
Q1 		$34K Buy
+380
New +$33K 0.01% 615

Other funds holding COR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Independent Portfolio Consultants's COR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Coresite Realty Corporation (COR) stake by 32% in Q2 2017, selling an estimated $12K and leaving 260 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #586.

Independent Portfolio Consultants first reported a position in COR in Q1 2017 and has held it in 2 quarters since. The position peaked at $34K in Q1 2017. 286 funds tracked by Wall St. Rank hold COR as of Q2 2017.

  • Independent Portfolio Consultants held 260 shares of Coresite Realty Corporation worth $27K as of Q2 2017.
  • Independent Portfolio Consultants sold 120 Coresite Realty Corporation shares in Q2 2017, an estimated $12K.
  • Coresite Realty Corporation made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #586 holding.
  • Independent Portfolio Consultants first reported a position in Coresite Realty Corporation in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's Coresite Realty Corporation position peaked at $34K in Q1 2017.
  • 286 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.