Torch Wealth Management’s Coresite Realty Corporation COR Stock Holding History

Torch Wealth Management’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
2019 Q4	$1.48M	Sell	13,163 -145	-1%	-$16.8K	0.82%	43
2019 Q3	$1.62M	Hold	13,308	–	–	0.96%	37
2019 Q2	$1.53M	Hold	13,308	–	–	0.92%	42
2019 Q1	$1.42M	Buy	13,308 +138	+1%	+$13.7K	0.88%	45
2018 Q4	$1.15M	Buy	13,170 +600	+5%	+$58.2K	0.82%	50
2018 Q3	$1.4M	Hold	12,570	–	–	0.84%	48
2018 Q2	$1.39M	Hold	12,570	–	–	0.88%	46
2018 Q1	$1.26M	Hold	12,570	–	–	0.82%	47
2017 Q4	$1.43M	Sell	12,570 -11,705	-48%	-$1.33M	0.87%	44
2017 Q3	$2.72M	Sell	24,275 -50	-0.2%	-$5.49K	1.78%	15
2017 Q2	$2.52M	Sell	24,325 -100	-0.4%	-$10K	1.74%	17
2017 Q1	$2.2M	Buy	24,425 +2,250	+10%	+$195K	1.47%	21
2016 Q4	$1.76M	Sell	22,175 -325	-1%	-$23.9K	1.24%	27
2016 Q3	$1.67M	Buy	22,500 +200	+0.9%	+$16.2K	1.21%	28
2016 Q2	$1.98M	Sell	22,300 -100	-0.4%	-$7.7K	1.44%	19
2016 Q1	$1.57M	Buy	+22,400	New	+$1.4M	1.18%	32

Other funds holding COR

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Torch Wealth Management's COR Position: Q4 2019 in Review

Torch Wealth Management reduced its Coresite Realty Corporation (COR) stake by 1.1% in Q4 2019, selling an estimated $16.8K and leaving 13,163 shares worth $1.48M. The position accounts for 0.82% of the portfolio, ranked #43.

Torch Wealth Management first reported a position in COR in Q1 2016 and has held it in 16 quarters since. The position peaked at $2.72M in Q3 2017. 378 funds tracked by Wall St. Rank hold COR as of Q4 2019.

Torch Wealth Management held 13,163 shares of Coresite Realty Corporation worth $1.48M as of Q4 2019.
Torch Wealth Management sold 145 Coresite Realty Corporation shares in Q4 2019, an estimated $16.8K.
Coresite Realty Corporation made up 0.82% of Torch Wealth Management's portfolio in Q4 2019, its #43 holding.
Torch Wealth Management first reported a position in Coresite Realty Corporation in Q1 2016 and has held it in 16 quarters since.
Torch Wealth Management's Coresite Realty Corporation position peaked at $2.72M in Q3 2017.
378 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.