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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-67,725
Closed -$951K – 246
2013
Q4 		$951K Sell
67,725
-15,724
-19% -$214K 0.16% 130
2013
Q3 		$1.02M Buy
+83,449
New +$948K 0.19% 123

Montag & Associates's COLE Position: Q1 2014 in Review

Montag & Associates sold out of COLE REAL ESTATE INVESTMENTS, INC COM (COLE) in Q1 2014, closing a stake of 67,725 shares — an estimated $951K sold.

Montag & Associates first reported a position in COLE in Q3 2013 and held it in 2 quarters. The position peaked at $1.02M in Q3 2013. 0 funds tracked by Wall St. Rank hold COLE as of Q1 2014.

  • Montag & Associates reported no remaining COLE REAL ESTATE INVESTMENTS, INC COM position as of Q1 2014 after selling out during the quarter.
  • Montag & Associates sold 67,725 COLE REAL ESTATE INVESTMENTS, INC COM shares in Q1 2014, an estimated $951K.
  • Montag & Associates first reported a position in COLE REAL ESTATE INVESTMENTS, INC COM in Q3 2013 and held it in 2 quarters.
  • Montag & Associates's COLE REAL ESTATE INVESTMENTS, INC COM position peaked at $1.02M in Q3 2013.
  • 0 funds tracked by Wall St. Rank held COLE REAL ESTATE INVESTMENTS, INC COM as of Q1 2014.

Based on Montag & Associates's 13F filing for Q1 2014, filed 6 May 2014.