Creative Planning’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-34,679
Closed -$487K 3920
2013
Q4
$487K Hold
34,679
0.01% 525
2013
Q3
$425K Buy
+34,679
New +$394K 0.01% 493

Creative Planning's COLE Position: Q1 2014 in Review

Creative Planning sold out of COLE REAL ESTATE INVESTMENTS, INC COM (COLE) in Q1 2014, closing a stake of 34,679 shares — an estimated $487K sold.

Creative Planning first reported a position in COLE in Q3 2013 and held it in 2 quarters. The position peaked at $487K in Q4 2013. 0 funds tracked by Wall St. Rank hold COLE as of Q1 2014.

  • Creative Planning reported no remaining COLE REAL ESTATE INVESTMENTS, INC COM position as of Q1 2014 after selling out during the quarter.
  • Creative Planning sold 34,679 COLE REAL ESTATE INVESTMENTS, INC COM shares in Q1 2014, an estimated $487K.
  • Creative Planning first reported a position in COLE REAL ESTATE INVESTMENTS, INC COM in Q3 2013 and held it in 2 quarters.
  • Creative Planning's COLE REAL ESTATE INVESTMENTS, INC COM position peaked at $487K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held COLE REAL ESTATE INVESTMENTS, INC COM as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.