OWA
CONE

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

Outlook 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
2020
Q4 		– Sell
-4,964
Closed -$348K – 190
2020
Q3 		$348K Buy
+4,964
New +$389K 0.14% 143
2019
Q1 		– Sell
-703
Closed -$372K – 193
2018
Q4 		$372K Buy
+703
New +$40.2K 0.17% 132

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Outlook Wealth Advisors's CONE Position: Q4 2020 in Review

Outlook Wealth Advisors sold out of CyrusOne Inc Common Stock (CONE) in Q4 2020, closing a stake of 4,964 shares — an estimated $348K sold.

Outlook Wealth Advisors first reported a position in CONE in Q4 2018 and held it in 2 quarters. The position peaked at $372K in Q4 2018. 411 funds tracked by Wall St. Rank hold CONE as of Q4 2020.

  • Outlook Wealth Advisors reported no remaining CyrusOne Inc Common Stock position as of Q4 2020 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,964 CyrusOne Inc Common Stock shares in Q4 2020, an estimated $348K.
  • Outlook Wealth Advisors first reported a position in CyrusOne Inc Common Stock in Q4 2018 and held it in 2 quarters.
  • Outlook Wealth Advisors's CyrusOne Inc Common Stock position peaked at $372K in Q4 2018.
  • 411 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q4 2020.

Based on Outlook Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.