LPWM
CONE

Lake Point Wealth Management’s CyrusOne Inc Common Stock CONE Stock Holding History

Lake Point Wealth Management’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
2019
Q1 		– Sell
-189
Closed -$10K – 887
2018
Q4 		$10K Buy
+189
New +$10.8K ﹤0.01% 462

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

Lake Point Wealth Management's CONE Position: Q1 2019 in Review

Lake Point Wealth Management sold out of CyrusOne Inc Common Stock (CONE) in Q1 2019, closing a stake of 189 shares — an estimated $10K sold.

Lake Point Wealth Management first reported a position in CONE in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 377 funds tracked by Wall St. Rank hold CONE as of Q1 2019.

  • Lake Point Wealth Management reported no remaining CyrusOne Inc Common Stock position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 189 CyrusOne Inc Common Stock shares in Q1 2019, an estimated $10K.
  • Lake Point Wealth Management first reported a position in CyrusOne Inc Common Stock in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's CyrusOne Inc Common Stock position peaked at $10K in Q4 2018.
  • 377 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.