IWC
CONE

Integrated Wealth Concepts’s CyrusOne Inc Common Stock CONE Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-2,780
Closed -$202K – 585
2020
Q2 		$202K Buy
+2,780
New +$198K 0.01% 487

Other funds holding CONE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Integrated Wealth Concepts's CONE Position: Q3 2020 in Review

Integrated Wealth Concepts sold out of CyrusOne Inc Common Stock (CONE) in Q3 2020, closing a stake of 2,780 shares — an estimated $202K sold.

Integrated Wealth Concepts first reported a position in CONE in Q2 2020 and held it in 1 quarter. The position peaked at $202K in Q2 2020. 432 funds tracked by Wall St. Rank hold CONE as of Q3 2020.

  • Integrated Wealth Concepts reported no remaining CyrusOne Inc Common Stock position as of Q3 2020 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,780 CyrusOne Inc Common Stock shares in Q3 2020, an estimated $202K.
  • Integrated Wealth Concepts first reported a position in CyrusOne Inc Common Stock in Q2 2020 and held it in 1 quarter.
  • Integrated Wealth Concepts's CyrusOne Inc Common Stock position peaked at $202K in Q2 2020.
  • 432 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q3 2020.

Based on Integrated Wealth Concepts's 13F filing for Q3 2020, filed 13 Nov 2020.