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 – 350
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 $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return