KWA
COR

KCS Wealth Advisory’s Coresite Realty Corporation COR Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-139
Closed -$16.9K – 436
2019
Q3 		$16.9K Buy
+139
New +$15.9K 0.01% 315
2018
Q2 		– Sell
-17,616
Closed -$364K – 169
2018
Q1 		$364K Buy
17,616
+94
+0.5% +$9.63K 0.33% 116
2017
Q4 		$376K Buy
+17,522
New +$2M 0.36% 107

Other funds holding COR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KCS Wealth Advisory's COR Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Coresite Realty Corporation (COR) in Q4 2019, closing a stake of 139 shares — an estimated $16.9K sold.

KCS Wealth Advisory first reported a position in COR in Q4 2017 and held it in 3 quarters. The position peaked at $376K in Q4 2017. 378 funds tracked by Wall St. Rank hold COR as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Coresite Realty Corporation position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 139 Coresite Realty Corporation shares in Q4 2019, an estimated $16.9K.
  • KCS Wealth Advisory first reported a position in Coresite Realty Corporation in Q4 2017 and held it in 3 quarters.
  • KCS Wealth Advisory's Coresite Realty Corporation position peaked at $376K in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.