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Aldebaran Financial’s Costamare CMRE Stock Holding History

Aldebaran Financial’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-16,963
Closed -$396K – 115
2014
Q2 		$396K Buy
16,963
+13
+0.1% +$284 0.31% 86
2014
Q1 		$364K Buy
16,950
+5,650
+50% +$111K 0.32% 90
2013
Q4 		$206K Buy
+11,300
New +$201K 0.2% 112

Other funds holding CMRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Aldebaran Financial's CMRE Position: Q3 2014 in Review

Aldebaran Financial sold out of Costamare (CMRE) in Q3 2014, closing a stake of 16,963 shares — an estimated $396K sold.

Aldebaran Financial first reported a position in CMRE in Q4 2013 and held it in 3 quarters. The position peaked at $396K in Q2 2014. 63 funds tracked by Wall St. Rank hold CMRE as of Q3 2014.

  • Aldebaran Financial reported no remaining Costamare position as of Q3 2014 after selling out during the quarter.
  • Aldebaran Financial sold 16,963 Costamare shares in Q3 2014, an estimated $396K.
  • Aldebaran Financial first reported a position in Costamare in Q4 2013 and held it in 3 quarters.
  • Aldebaran Financial's Costamare position peaked at $396K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held Costamare as of Q3 2014.

Based on Aldebaran Financial's 13F filing for Q3 2014, filed 14 Nov 2014.