United Capital Financial Advisors’s Coresite Realty Corporation COR Stock Holding History

United Capital Financial 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
2019 Q4	–	Sell	-5,116	Closed	-$623K	–	1451
2019 Q3	$623K	Sell	5,116 -503	-9%	-$57.6K	﹤0.01%	888
2019 Q2	$647K	Buy	5,619 +482	+9%	+$54.7K	﹤0.01%	955
2019 Q1	$550K	Buy	5,137 +2,021	+65%	+$200K	﹤0.01%	952
2018 Q4	$271K	Sell	3,116 -300	-9%	-$29.1K	﹤0.01%	1101
2018 Q3	$380K	Buy	3,416 +120	+4%	+$13.7K	﹤0.01%	1029
2018 Q2	$365K	Sell	3,296 -1,109	-25%	-$117K	﹤0.01%	1025
2018 Q1	$442K	Buy	+4,405	New	+$451K	﹤0.01%	986
2015 Q1	–	Sell	-59,009	Closed	-$2.3M	–	1289
2014 Q4	$2.3M	Buy	59,009 +175	+0.3%	+$6.45K	0.03%	437
2014 Q3	$1.93M	Buy	58,834 +11,201	+24%	+$384K	0.03%	443
2014 Q2	$1.57M	Buy	47,633 +37,088	+352%	+$1.17M	0.03%	463
2014 Q1	$327K	Buy	+10,545	New	+$329K	0.01%	761

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 $1.9T AUM 41.92% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

United Capital Financial Advisors's COR Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Coresite Realty Corporation (COR) in Q4 2019, closing a stake of 5,116 shares — an estimated $623K sold.

United Capital Financial Advisors first reported a position in COR in Q1 2014 and held it in 11 quarters. The position peaked at $2.3M in Q4 2014. 378 funds tracked by Wall St. Rank hold COR as of Q4 2019.

United Capital Financial Advisors reported no remaining Coresite Realty Corporation position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 5,116 Coresite Realty Corporation shares in Q4 2019, an estimated $623K.
United Capital Financial Advisors first reported a position in Coresite Realty Corporation in Q1 2014 and held it in 11 quarters.
United Capital Financial Advisors's Coresite Realty Corporation position peaked at $2.3M in Q4 2014.
378 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.