WFG Advisors’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-312,735
Closed -$4.39M 2403
2013
Q4
$4.39M Sell
312,735
-98,594
-24% -$1.34M 0.62% 24
2013
Q3
$5.04M Buy
+411,329
New +$4.67M 0.78% 16

WFG Advisors's COLE Position: Q1 2014 in Review

WFG Advisors sold out of COLE REAL ESTATE INVESTMENTS, INC COM (COLE) in Q1 2014, closing a stake of 312,735 shares — an estimated $4.39M sold.

WFG Advisors first reported a position in COLE in Q3 2013 and held it in 2 quarters. The position peaked at $5.04M in Q3 2013. 0 funds tracked by Wall St. Rank hold COLE as of Q1 2014.

  • WFG Advisors reported no remaining COLE REAL ESTATE INVESTMENTS, INC COM position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 312,735 COLE REAL ESTATE INVESTMENTS, INC COM shares in Q1 2014, an estimated $4.39M.
  • WFG Advisors first reported a position in COLE REAL ESTATE INVESTMENTS, INC COM in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's COLE REAL ESTATE INVESTMENTS, INC COM position peaked at $5.04M in Q3 2013.
  • 0 funds tracked by Wall St. Rank held COLE REAL ESTATE INVESTMENTS, INC COM as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.