AWS
COLE

Aris Wealth Services’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Aris Wealth Services’s Portfolio COLE Stock Details COLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-16,863
Closed -$193K – 93
2013
Q2 		$193K Buy
+16,863
New +$186K 0.41% 67

Other funds holding COLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Aris Wealth Services's COLE Position: Q3 2013 in Review

Aris Wealth Services sold out of COLE REAL ESTATE INVESTMENTS, INC COM (COLE) in Q3 2013, closing a stake of 16,863 shares — an estimated $193K sold.

Aris Wealth Services first reported a position in COLE in Q2 2013 and held it in 1 quarter. The position peaked at $193K in Q2 2013. 164 funds tracked by Wall St. Rank hold COLE as of Q3 2013.

  • Aris Wealth Services reported no remaining COLE REAL ESTATE INVESTMENTS, INC COM position as of Q3 2013 after selling out during the quarter.
  • Aris Wealth Services sold 16,863 COLE REAL ESTATE INVESTMENTS, INC COM shares in Q3 2013, an estimated $193K.
  • Aris Wealth Services first reported a position in COLE REAL ESTATE INVESTMENTS, INC COM in Q2 2013 and held it in 1 quarter.
  • Aris Wealth Services's COLE REAL ESTATE INVESTMENTS, INC COM position peaked at $193K in Q2 2013.
  • 164 funds tracked by Wall St. Rank held COLE REAL ESTATE INVESTMENTS, INC COM as of Q3 2013.

Based on Aris Wealth Services's 13F filing for Q3 2013, filed 21 Oct 2013.