Next Financial Group’s CyrusOne Inc Common Stock CONE Stock Holding History

Next Financial Group’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 Q4	$7K	Buy	+81	New	+$6.87K	﹤0.01%	2345
2020 Q4	–	Sell	-392	Closed	-$28K	–	2452
2020 Q3	$28K	Buy	+392	New	+$30.7K	﹤0.01%	1297
2020 Q2	–	Sell	-299	Closed	-$19K	–	2066
2020 Q1	$19K	Buy	+299	New	+$18.3K	﹤0.01%	1301
2019 Q3	–	Sell	-905	Closed	-$53K	–	2472
2019 Q2	$53K	Sell	905 -261	-22%	-$15.3K	0.01%	1147
2019 Q1	$62K	Buy	1,166 +1,048	+888%	+$54.8K	0.02%	670
2018 Q4	$6K	Buy	+118	New	+$6.74K	﹤0.01%	1525

Other funds holding CONE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Next Financial Group's CONE Position: Q4 2021 in Review

Next Financial Group opened a new position in CyrusOne Inc Common Stock (CONE) in Q4 2021: 81 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #2345 among its holdings. This is a return to the name: Next Financial Group previously reported a position in CONE as recently as Q3 2020.

Next Financial Group first reported a position in CONE in Q4 2018 and has held it in 6 quarters since. The position peaked at $62K in Q1 2019. 469 funds tracked by Wall St. Rank hold CONE as of Q4 2021.

Next Financial Group held 81 shares of CyrusOne Inc Common Stock worth $7K as of Q4 2021.
CyrusOne Inc Common Stock was a new Next Financial Group position in Q4 2021.
CyrusOne Inc Common Stock made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2345 holding.
Next Financial Group first reported a position in CyrusOne Inc Common Stock in Q4 2018 and has held it in 6 quarters since.
Next Financial Group's CyrusOne Inc Common Stock position peaked at $62K in Q1 2019.
469 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.