WP
CONE

WealthSource Partners’s CyrusOne Inc Common Stock CONE Stock Holding History

WealthSource Partners’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
Q3 		– Sell
-3,936
Closed -$230K – 349
2018
Q2 		$230K Sell
3,936
-125
-3% -$6.78K 0.06% 252
2018
Q1 		$208K Sell
4,061
-247
-6% -$13.2K 0.06% 264
2017
Q4 		$256K Sell
4,308
-7,165
-62% -$435K 0.08% 234
2017
Q3 		$676K Sell
11,473
-350
-3% -$20.9K 0.22% 104
2017
Q2 		$659K Buy
11,823
+775
+7% +$42.9K 0.22% 104
2017
Q1 		$569K Buy
11,048
+690
+7% +$33.9K 0.21% 116
2016
Q4 		$463K Buy
+10,358
New +$459K 0.19% 109

Other funds holding CONE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

WealthSource Partners's CONE Position: Q3 2018 in Review

WealthSource Partners sold out of CyrusOne Inc Common Stock (CONE) in Q3 2018, closing a stake of 3,936 shares — an estimated $230K sold.

WealthSource Partners first reported a position in CONE in Q4 2016 and held it in 7 quarters. The position peaked at $676K in Q3 2017. 381 funds tracked by Wall St. Rank hold CONE as of Q3 2018.

  • WealthSource Partners reported no remaining CyrusOne Inc Common Stock position as of Q3 2018 after selling out during the quarter.
  • WealthSource Partners sold 3,936 CyrusOne Inc Common Stock shares in Q3 2018, an estimated $230K.
  • WealthSource Partners first reported a position in CyrusOne Inc Common Stock in Q4 2016 and held it in 7 quarters.
  • WealthSource Partners's CyrusOne Inc Common Stock position peaked at $676K in Q3 2017.
  • 381 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q3 2018.

Based on WealthSource Partners's 13F filing for Q3 2018, filed 13 Nov 2018.