Carson Wealth (CWM LLC)’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Carson Wealth (CWM LLC)’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	-14,001	Closed	-$197K	–	624
2013 Q4	$197K	Buy	+14,001	New	+$191K	0.03%	160

Carson Wealth (CWM LLC)'s COLE Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of COLE REAL ESTATE INVESTMENTS, INC COM (COLE) in Q1 2014, closing a stake of 14,001 shares — an estimated $197K sold.

Carson Wealth (CWM LLC) first reported a position in COLE in Q4 2013 and held it in 1 quarter. The position peaked at $197K in Q4 2013. 0 funds tracked by Wall St. Rank hold COLE as of Q1 2014.

Carson Wealth (CWM LLC) reported no remaining COLE REAL ESTATE INVESTMENTS, INC COM position as of Q1 2014 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 14,001 COLE REAL ESTATE INVESTMENTS, INC COM shares in Q1 2014, an estimated $197K.
Carson Wealth (CWM LLC) first reported a position in COLE REAL ESTATE INVESTMENTS, INC COM in Q4 2013 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s COLE REAL ESTATE INVESTMENTS, INC COM position peaked at $197K in Q4 2013.
0 funds tracked by Wall St. Rank held COLE REAL ESTATE INVESTMENTS, INC COM as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.