Rowland Carmichael Advisors’s CyrusOne Inc Common Stock CONE Stock Holding History

Rowland Carmichael 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
2018 Q4	–	Sell	-5,800	Closed	-$368K	–	376
2018 Q3	$368K	Sell	5,800 -800	-12%	-$51.8K	0.14%	170
2018 Q2	$385K	Hold	6,600	–	–	0.16%	167
2018 Q1	$338K	Hold	6,600	–	–	0.19%	163
2017 Q4	$393K	Hold	6,600	–	–	0.2%	148
2017 Q3	$389K	Hold	6,600	–	–	0.22%	143
2017 Q2	$368K	Hold	6,600	–	–	0.21%	146
2017 Q1	$340K	Hold	6,600	–	–	0.21%	148
2016 Q4	$295K	Buy	6,600 +300	+5%	+$13.3K	0.17%	165
2016 Q3	$300K	Buy	6,300 +300	+5%	+$15.5K	0.19%	157
2016 Q2	$334K	Buy	+6,000	New	+$289K	0.21%	144

Other funds holding CONE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBAM

Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

Rowland Carmichael Advisors's CONE Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of CyrusOne Inc Common Stock (CONE) in Q4 2018, closing a stake of 5,800 shares — an estimated $368K sold.

Rowland Carmichael Advisors first reported a position in CONE in Q2 2016 and held it in 10 quarters. The position peaked at $393K in Q4 2017. 369 funds tracked by Wall St. Rank hold CONE as of Q4 2018.

Rowland Carmichael Advisors reported no remaining CyrusOne Inc Common Stock position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 5,800 CyrusOne Inc Common Stock shares in Q4 2018, an estimated $368K.
Rowland Carmichael Advisors first reported a position in CyrusOne Inc Common Stock in Q2 2016 and held it in 10 quarters.
Rowland Carmichael Advisors's CyrusOne Inc Common Stock position peaked at $393K in Q4 2017.
369 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.