AOWM
VER

Alpha Omega Wealth Management’s VEREIT, Inc. VER Stock Holding History

Alpha Omega Wealth Management’s Portfolio VER Stock Details VER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-62
Closed -$3K – 604
2019
Q2 		$3K Hold
62
– – ﹤0.01% 547
2019
Q1 		$3K Hold
62
– – ﹤0.01% 522
2018
Q4 		$2K Hold
62
– – ﹤0.01% 451
2018
Q3 		$2K Hold
62
– – ﹤0.01% 458
2018
Q2 		$2K Hold
62
– – ﹤0.01% 469
2018
Q1 		$2K Hold
62
– – ﹤0.01% 466
2017
Q4 		$2K Hold
62
– – ﹤0.01% 444
2017
Q3 		$3K Hold
62
– – ﹤0.01% 431
2017
Q2 		$3K Hold
62
– – ﹤0.01% 414
2017
Q1 		$3K Hold
62
– – ﹤0.01% 429
2016
Q4 		$3K Buy
+62
New +$2.74K ﹤0.01% 413

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BlackRock
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State Street
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PI
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return