IFWM
COLE

Institute for Wealth Management’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Institute for Wealth Management’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
-6,920
Closed -$85K – 83
2013
Q3 		$85K Buy
+6,920
New +$78.6K 0.06% 40

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

Institute for Wealth Management's COLE Position: Q4 2013 in Review

Institute for Wealth Management sold out of COLE REAL ESTATE INVESTMENTS, INC COM (COLE) in Q4 2013, closing a stake of 6,920 shares — an estimated $85K sold.

Institute for Wealth Management first reported a position in COLE in Q3 2013 and held it in 1 quarter. The position peaked at $85K in Q3 2013. 247 funds tracked by Wall St. Rank hold COLE as of Q4 2013.

  • Institute for Wealth Management reported no remaining COLE REAL ESTATE INVESTMENTS, INC COM position as of Q4 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 6,920 COLE REAL ESTATE INVESTMENTS, INC COM shares in Q4 2013, an estimated $85K.
  • Institute for Wealth Management first reported a position in COLE REAL ESTATE INVESTMENTS, INC COM in Q3 2013 and held it in 1 quarter.
  • Institute for Wealth Management's COLE REAL ESTATE INVESTMENTS, INC COM position peaked at $85K in Q3 2013.
  • 247 funds tracked by Wall St. Rank held COLE REAL ESTATE INVESTMENTS, INC COM as of Q4 2013.

Based on Institute for Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.