RWA
COR

Ropes Wealth Advisors’s Coresite Realty Corporation COR Stock Holding History

Ropes Wealth Advisors’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
2018
Q1 		– Sell
-197
Closed -$22K – 785
2017
Q4 		$22K Hold
197
– – 0.01% 430
2017
Q3 		$22K Buy
+197
New +$21.6K 0.01% 401

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ropes Wealth Advisors's COR Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Coresite Realty Corporation (COR) in Q1 2018, closing a stake of 197 shares — an estimated $22K sold.

Ropes Wealth Advisors first reported a position in COR in Q3 2017 and held it in 2 quarters. The position peaked at $22K in Q4 2017. 335 funds tracked by Wall St. Rank hold COR as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Coresite Realty Corporation position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 197 Coresite Realty Corporation shares in Q1 2018, an estimated $22K.
  • Ropes Wealth Advisors first reported a position in Coresite Realty Corporation in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Coresite Realty Corporation position peaked at $22K in Q4 2017.
  • 335 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.