IWA
CONE

Intercontinental Wealth Advisors’s CyrusOne Inc Common Stock CONE Stock Holding History

Intercontinental Wealth Advisors’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
Q1 		– Sell
-130
Closed -$8K – 319
2019
Q4 		$8K Sell
130
-81
-38% -$5.56K 0.01% 292
2019
Q3 		$17K Buy
+211
New +$14.1K 0.01% 294

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Intercontinental Wealth Advisors's CONE Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of CyrusOne Inc Common Stock (CONE) in Q1 2020, closing a stake of 130 shares — an estimated $8K sold.

Intercontinental Wealth Advisors first reported a position in CONE in Q3 2019 and held it in 2 quarters. The position peaked at $17K in Q3 2019. 414 funds tracked by Wall St. Rank hold CONE as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining CyrusOne Inc Common Stock position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 130 CyrusOne Inc Common Stock shares in Q1 2020, an estimated $8K.
  • Intercontinental Wealth Advisors first reported a position in CyrusOne Inc Common Stock in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's CyrusOne Inc Common Stock position peaked at $17K in Q3 2019.
  • 414 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.