Lenox Wealth Management’s Coresite Realty Corporation COR Stock Holding History

Lenox Wealth Management’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	-38	Closed	-$4K	–	750
2019 Q3	$4K	Sell	38 -16	-30%	-$1.83K	﹤0.01%	570
2019 Q2	$6K	Hold	54	–	–	﹤0.01%	504
2019 Q1	$6K	Sell	54 -1,865	-97%	-$185K	﹤0.01%	507
2018 Q4	$2K	Sell	1,919 -1,314	-41%	-$127K	﹤0.01%	578
2018 Q3	$5K	Buy	+3,233	New	+$368K	﹤0.01%	509

Other funds holding COR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lenox Wealth Management's COR Position: Q4 2019 in Review

Lenox Wealth Management sold out of Coresite Realty Corporation (COR) in Q4 2019, closing a stake of 38 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in COR in Q3 2018 and held it in 5 quarters. The position peaked at $6K in Q2 2019. 378 funds tracked by Wall St. Rank hold COR as of Q4 2019.

Lenox Wealth Management reported no remaining Coresite Realty Corporation position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 38 Coresite Realty Corporation shares in Q4 2019, an estimated $4K.
Lenox Wealth Management first reported a position in Coresite Realty Corporation in Q3 2018 and held it in 5 quarters.
Lenox Wealth Management's Coresite Realty Corporation position peaked at $6K in Q2 2019.
378 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.