LWA
CONE

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

Lenox 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
2021
Q1 		– Sell
-156
Closed -$11K – 776
2020
Q4 		$11K Hold
156
– – ﹤0.01% 420
2020
Q3 		$11K Buy
+156
New +$12.2K ﹤0.01% 369
2019
Q2 		– Sell
-181
Closed -$9K – 602
2019
Q1 		$9K Buy
+181
New +$9.47K ﹤0.01% 289
2018
Q3 		– Sell
-20
Closed -$1K – 535
2018
Q2 		$1K Buy
+20
New +$1.08K ﹤0.01% 531
2017
Q3 		– Sell
-790
Closed -$44K – 290
2017
Q2 		$44K Buy
+790
New +$43.7K 0.01% 63

Other funds holding CONE

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return