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

Lenox 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
2020 Q2	$39K	Hold	546	–	–	0.01%	286
2020 Q1	$33K	Hold	546	–	–	0.01%	279
2019 Q4	$36K	Hold	546	–	–	0.01%	300
2019 Q3	$43K	Buy	546 +46	+9%	+$3.07K	0.01%	280
2019 Q2	$29K	Hold	500	–	–	0.01%	298
2019 Q1	$26K	Buy	+500	New	+$26.2K	0.01%	319
2017 Q3	–	Sell	-6,141	Closed	-$345K	–	507
2017 Q2	$345K	Buy	6,141 +5,141	+514%	+$284K	0.14%	111
2017 Q1	$51K	Hold	1,000	–	–	0.04%	91
2016 Q4	$45K	Hold	1,000	–	–	0.03%	111
2016 Q3	$48K	Sell	1,000 -1,000	-50%	-$51.7K	0.04%	104
2016 Q2	$111K	Hold	2,000	–	–	0.08%	56
2016 Q1	$91K	Hold	2,000	–	–	0.06%	70
2015 Q4	$75K	Hold	2,000	–	–	0.06%	87
2015 Q3	$65K	Hold	2,000	–	–	0.05%	69
2015 Q2	$59K	Hold	2,000	–	–	0.04%	76
2015 Q1	$62K	Hold	2,000	–	–	0.04%	76
2014 Q4	$55K	Hold	2,000	–	–	0.04%	81
2014 Q3	$48K	Hold	2,000	–	–	0.03%	83
2014 Q2	$50K	Hold	2,000	–	–	0.03%	82
2014 Q1	$42K	Hold	2,000	–	–	0.02%	92
2013 Q4	$45K	Buy	+2,000	New	+$40.7K	0.03%	92

Other funds holding CONE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lenox Wealth Management's CONE Position: Q2 2020 in Review

Lenox Wealth Management held its CyrusOne Inc Common Stock (CONE) position steady in Q2 2020 at 546 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #286.

Lenox Wealth Management first reported a position in CONE in Q4 2013 and has held it in 21 quarters since. The position peaked at $345K in Q2 2017. 426 funds tracked by Wall St. Rank hold CONE as of Q2 2020.

Lenox Wealth Management held 546 shares of CyrusOne Inc Common Stock worth $39K as of Q2 2020.
Lenox Wealth Management left its CyrusOne Inc Common Stock share count unchanged in Q2 2020.
CyrusOne Inc Common Stock made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #286 holding.
Lenox Wealth Management first reported a position in CyrusOne Inc Common Stock in Q4 2013 and has held it in 21 quarters since.
Lenox Wealth Management's CyrusOne Inc Common Stock position peaked at $345K in Q2 2017.
426 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.