GC
COLE

Grimes & Company’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Grimes & Company’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
Q4 		– Sell
-22,448
Closed -$275K – 148
2013
Q3 		$275K Buy
+22,448
New +$255K 0.09% 104

Other funds holding COLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
SCM
SAB Capital Management New York $4.44M AUM 12.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

Grimes & Company's COLE Position: Q4 2013 in Review

Grimes & Company sold out of COLE REAL ESTATE INVESTMENTS, INC COM (COLE) in Q4 2013, closing a stake of 22,448 shares — an estimated $275K sold.

Grimes & Company first reported a position in COLE in Q3 2013 and held it in 1 quarter. The position peaked at $275K in Q3 2013. 247 funds tracked by Wall St. Rank hold COLE as of Q4 2013.

  • Grimes & Company reported no remaining COLE REAL ESTATE INVESTMENTS, INC COM position as of Q4 2013 after selling out during the quarter.
  • Grimes & Company sold 22,448 COLE REAL ESTATE INVESTMENTS, INC COM shares in Q4 2013, an estimated $275K.
  • Grimes & Company first reported a position in COLE REAL ESTATE INVESTMENTS, INC COM in Q3 2013 and held it in 1 quarter.
  • Grimes & Company's COLE REAL ESTATE INVESTMENTS, INC COM position peaked at $275K in Q3 2013.
  • 247 funds tracked by Wall St. Rank held COLE REAL ESTATE INVESTMENTS, INC COM as of Q4 2013.

Based on Grimes & Company's 13F filing for Q4 2013, filed 3 Feb 2014.