Planned Solutions’s CyrusOne Inc Common Stock CONE Stock Holding History

Planned Solutions’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 Q1	–	Sell	-200	Closed	-$15K	–	455
2020 Q4	$15K	Buy	+200	New	+$14.5K	0.01%	303

Other funds holding CONE

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

Planned Solutions's CONE Position: Q1 2021 in Review

Planned Solutions sold out of CyrusOne Inc Common Stock (CONE) in Q1 2021, closing a stake of 200 shares — an estimated $15K sold.

Planned Solutions first reported a position in CONE in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 412 funds tracked by Wall St. Rank hold CONE as of Q1 2021.

Planned Solutions reported no remaining CyrusOne Inc Common Stock position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 200 CyrusOne Inc Common Stock shares in Q1 2021, an estimated $15K.
Planned Solutions first reported a position in CyrusOne Inc Common Stock in Q4 2020 and held it in 1 quarter.
Planned Solutions's CyrusOne Inc Common Stock position peaked at $15K in Q4 2020.
412 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.