BFG
COLE

Beacon Financial Group’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Beacon Financial Group’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
2014
Q1 		– Sell
-43,109
Closed -$604K – 201
2013
Q4 		$604K Sell
43,109
-57,303
-57% -$781K 0.12% 117
2013
Q3 		$1.23M Buy
+100,412
New +$1.14M 0.26% 78

Beacon Financial Group's COLE Position: Q1 2014 in Review

Beacon Financial Group sold out of COLE REAL ESTATE INVESTMENTS, INC COM (COLE) in Q1 2014, closing a stake of 43,109 shares — an estimated $604K sold.

Beacon Financial Group first reported a position in COLE in Q3 2013 and held it in 2 quarters. The position peaked at $1.23M in Q3 2013. 0 funds tracked by Wall St. Rank hold COLE as of Q1 2014.

  • Beacon Financial Group reported no remaining COLE REAL ESTATE INVESTMENTS, INC COM position as of Q1 2014 after selling out during the quarter.
  • Beacon Financial Group sold 43,109 COLE REAL ESTATE INVESTMENTS, INC COM shares in Q1 2014, an estimated $604K.
  • Beacon Financial Group first reported a position in COLE REAL ESTATE INVESTMENTS, INC COM in Q3 2013 and held it in 2 quarters.
  • Beacon Financial Group's COLE REAL ESTATE INVESTMENTS, INC COM position peaked at $1.23M in Q3 2013.
  • 0 funds tracked by Wall St. Rank held COLE REAL ESTATE INVESTMENTS, INC COM as of Q1 2014.

Based on Beacon Financial Group's 13F filing for Q1 2014, filed 23 Apr 2014.