MA
COLE

Montag & Associates’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Montag & Associates’s Portfolio COLE Stock Details COLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-67,725
Closed -$951K – 246
2013
Q4 		$951K Sell
67,725
-15,724
-19% -$221K 0.16% 130
2013
Q3 		$1.02M Buy
+83,449
New +$1.02M 0.19% 123