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WFG Advisors’s Costamare CMRE Stock Holding History

WFG Advisors’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-867
Closed -$19K – 2094
2014
Q3 		$19K Hold
867
– – ﹤0.01% 1291
2014
Q2 		$20K Hold
867
– – ﹤0.01% 1271
2014
Q1 		$19K Hold
867
– – ﹤0.01% 1267
2013
Q4 		$16K Hold
867
– – ﹤0.01% 1419
2013
Q3 		$15K Buy
+867
New +$15.3K ﹤0.01% 1363

Other funds holding CMRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

WFG Advisors's CMRE Position: Q4 2014 in Review

WFG Advisors sold out of Costamare (CMRE) in Q4 2014, closing a stake of 867 shares — an estimated $19K sold.

WFG Advisors first reported a position in CMRE in Q3 2013 and held it in 5 quarters. The position peaked at $20K in Q2 2014. 56 funds tracked by Wall St. Rank hold CMRE as of Q4 2014.

  • WFG Advisors reported no remaining Costamare position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 867 Costamare shares in Q4 2014, an estimated $19K.
  • WFG Advisors first reported a position in Costamare in Q3 2013 and held it in 5 quarters.
  • WFG Advisors's Costamare position peaked at $20K in Q2 2014.
  • 56 funds tracked by Wall St. Rank held Costamare as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.