AWA
ESC

Arete Wealth Advisors’s EMERITUS CORP ESC Stock Holding History

Arete Wealth Advisors’s Portfolio ESC Stock Details ESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,930
Closed -$219K – 152
2014
Q2 		$219K Hold
6,930
– – 0.17% 105
2014
Q1 		$218K Buy
+6,930
New +$179K 0.2% 93

Arete Wealth Advisors's ESC Position: Q3 2014 in Review

Arete Wealth Advisors sold out of EMERITUS CORP (ESC) in Q3 2014, closing a stake of 6,930 shares — an estimated $219K sold.

Arete Wealth Advisors first reported a position in ESC in Q1 2014 and held it in 2 quarters. The position peaked at $219K in Q2 2014. 0 funds tracked by Wall St. Rank hold ESC as of Q3 2014.

  • Arete Wealth Advisors reported no remaining EMERITUS CORP position as of Q3 2014 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,930 EMERITUS CORP shares in Q3 2014, an estimated $219K.
  • Arete Wealth Advisors first reported a position in EMERITUS CORP in Q1 2014 and held it in 2 quarters.
  • Arete Wealth Advisors's EMERITUS CORP position peaked at $219K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held EMERITUS CORP as of Q3 2014.

Based on Arete Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.