WAM
CONE

Wealthspire Advisors (Maryland)’s CyrusOne Inc Common Stock CONE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q4 		– Sell
-2,773
Closed -$219K – 517
2019
Q3 		$219K Buy
+2,773
New +$185K 0.02% 415
2019
Q2 		– Sell
-4,847
Closed -$254K – 2304
2019
Q1 		$254K Buy
4,847
+1,226
+34% +$64.1K 0.02% 395
2018
Q4 		$191K Sell
3,621
-630
-15% -$36K 0.02% 411
2018
Q3 		$270K Sell
4,251
-380
-8% -$24.6K 0.02% 389
2018
Q2 		$270K Sell
4,631
-64
-1% -$3.47K 0.02% 389
2018
Q1 		$240K Sell
4,695
-615
-12% -$32.9K 0.02% 416
2017
Q4 		$316K Buy
5,310
+298
+6% +$18.1K 0.03% 354
2017
Q3 		$295K Buy
5,012
+2,246
+81% +$134K 0.03% 364
2017
Q2 		$154K Sell
2,766
-1,789
-39% -$98.9K 0.02% 544
2017
Q1 		$234K Buy
4,555
+1,050
+30% +$51.6K 0.03% 350
2016
Q4 		$157K Buy
3,505
+10
+0.3% +$443 0.02% 437
2016
Q3 		$166K Buy
3,495
+20
+0.6% +$1.03K 0.03% 434
2016
Q2 		$193K Buy
+3,475
New +$167K 0.03% 372

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CONE Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of CyrusOne Inc Common Stock (CONE) in Q4 2019, closing a stake of 2,773 shares — an estimated $219K sold.

Wealthspire Advisors (Maryland) first reported a position in CONE in Q2 2016 and held it in 13 quarters. The position peaked at $316K in Q4 2017. 412 funds tracked by Wall St. Rank hold CONE as of Q4 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CyrusOne Inc Common Stock position as of Q4 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,773 CyrusOne Inc Common Stock shares in Q4 2019, an estimated $219K.
  • Wealthspire Advisors (Maryland) first reported a position in CyrusOne Inc Common Stock in Q2 2016 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s CyrusOne Inc Common Stock position peaked at $316K in Q4 2017.
  • 412 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.