NFG
COR

Next Financial Group’s Coresite Realty Corporation COR Stock Holding History

Next Financial Group’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
2020
Q4 		– Sell
-260
Closed -$31K – 2456
2020
Q3 		$31K Buy
+260
New +$31.7K ﹤0.01% 1260
2020
Q2 		– Sell
-297
Closed -$35K – 2077
2020
Q1 		$35K Sell
297
-16
-5% -$1.78K ﹤0.01% 1102
2019
Q4 		$36K Buy
313
+17
+6% +$1.97K ﹤0.01% 1327
2019
Q3 		$36K Buy
+296
New +$33.9K ﹤0.01% 1253
2019
Q1 		– Sell
-34
Closed -$3K – 2223
2018
Q4 		$3K Buy
+34
New +$3.3K ﹤0.01% 1708

Other funds holding COR

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Next Financial Group's COR Position: Q4 2020 in Review

Next Financial Group sold out of Coresite Realty Corporation (COR) in Q4 2020, closing a stake of 260 shares — an estimated $31K sold.

Next Financial Group first reported a position in COR in Q4 2018 and held it in 5 quarters. The position peaked at $36K in Q4 2019. 378 funds tracked by Wall St. Rank hold COR as of Q4 2020.

  • Next Financial Group reported no remaining Coresite Realty Corporation position as of Q4 2020 after selling out during the quarter.
  • Next Financial Group sold 260 Coresite Realty Corporation shares in Q4 2020, an estimated $31K.
  • Next Financial Group first reported a position in Coresite Realty Corporation in Q4 2018 and held it in 5 quarters.
  • Next Financial Group's Coresite Realty Corporation position peaked at $36K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.