Weatherly Asset Management’s CyrusOne Inc Common Stock CONE Stock Holding History

Weatherly Asset Management’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
2020 Q4	–	Sell	-4,830	Closed	-$338K	–	189
2020 Q3	$338K	Sell	4,830 -455	-9%	-$35.7K	0.05%	151
2020 Q2	$384K	Sell	5,285 -275	-5%	-$19.6K	0.07%	140
2020 Q1	$343K	Sell	5,560 -185	-3%	-$11.3K	0.08%	139
2019 Q4	$376K	Sell	5,745 -175	-3%	-$12K	0.07%	149
2019 Q3	$468K	Sell	5,920 -125	-2%	-$8.35K	0.1%	130
2019 Q2	$349K	Hold	6,045	–	–	0.07%	147
2019 Q1	$317K	Hold	6,045	–	–	0.06%	154
2018 Q4	$320K	Hold	6,045	–	–	0.08%	150
2018 Q3	$383K	Hold	6,045	–	–	0.08%	151
2018 Q2	$353K	Hold	6,045	–	–	0.08%	151
2018 Q1	$310K	Hold	6,045	–	–	0.07%	161
2017 Q4	$360K	Hold	6,045	–	–	0.09%	159
2017 Q3	$356K	Hold	6,045	–	–	0.09%	147
2017 Q2	$337K	Hold	6,045	–	–	0.09%	149
2017 Q1	$311K	Hold	6,045	–	–	0.09%	149
2016 Q4	$270K	Buy	+6,045	New	+$268K	0.09%	149
2016 Q3	–	Sell	-6,000	Closed	-$334K	–	176
2016 Q2	$334K	Buy	+6,000	New	+$289K	0.11%	138

Other funds holding CONE

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Weatherly Asset Management's CONE Position: Q4 2020 in Review

Weatherly Asset Management sold out of CyrusOne Inc Common Stock (CONE) in Q4 2020, closing a stake of 4,830 shares — an estimated $338K sold.

Weatherly Asset Management first reported a position in CONE in Q2 2016 and held it in 17 quarters. The position peaked at $468K in Q3 2019. 412 funds tracked by Wall St. Rank hold CONE as of Q4 2020.

Weatherly Asset Management reported no remaining CyrusOne Inc Common Stock position as of Q4 2020 after selling out during the quarter.
Weatherly Asset Management sold 4,830 CyrusOne Inc Common Stock shares in Q4 2020, an estimated $338K.
Weatherly Asset Management first reported a position in CyrusOne Inc Common Stock in Q2 2016 and held it in 17 quarters.
Weatherly Asset Management's CyrusOne Inc Common Stock position peaked at $468K in Q3 2019.
412 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q4 2020.

Based on Weatherly Asset Management's 13F filing for Q4 2020, filed 2 Feb 2021.