WAM
COR

Wealthspire Advisors (Maryland)’s Coresite Realty Corporation COR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-184
Closed -$20K – 2316
2019
Q1 		$20K Sell
184
-24
-12% -$2.38K ﹤0.01% 1289
2018
Q4 		$18K Sell
208
-26
-11% -$2.52K ﹤0.01% 1257
2018
Q3 		$26K Sell
234
-5
-2% -$569 ﹤0.01% 1213
2018
Q2 		$26K Sell
239
-247
-51% -$26.1K ﹤0.01% 1221
2018
Q1 		$49K Sell
486
-42
-8% -$4.3K ﹤0.01% 997
2017
Q4 		$60K Buy
528
+26
+5% +$2.96K 0.01% 929
2017
Q3 		$56K Sell
502
-104
-17% -$11.4K 0.01% 932
2017
Q2 		$63K Buy
606
+45
+8% +$4.52K 0.01% 866
2017
Q1 		$51K Sell
561
-10
-2% -$868 0.01% 798
2016
Q4 		$45K Buy
571
+163
+40% +$12K 0.01% 802
2016
Q3 		$30K Buy
408
+11
+3% +$892 ﹤0.01% 941
2016
Q2 		$35K Buy
397
+68
+21% +$5.24K 0.01% 819
2016
Q1 		$23K Buy
329
+36
+12% +$2.26K ﹤0.01% 936
2015
Q4 		$17K Buy
+293
New +$16.6K ﹤0.01% 1029

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Coresite Realty Corporation (COR) in Q2 2019, closing a stake of 184 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in COR in Q4 2015 and held it in 14 quarters. The position peaked at $63K in Q2 2017. 337 funds tracked by Wall St. Rank hold COR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Coresite Realty Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 184 Coresite Realty Corporation shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Coresite Realty Corporation in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Coresite Realty Corporation position peaked at $63K in Q2 2017.
  • 337 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.