Apriem Advisors’s VEREIT, Inc. VER Stock Holding History

Apriem Advisors’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
2017 Q2	–	Sell	-641	Closed	-$27K	–	604
2017 Q1	$27K	Hold	641	–	–	0.01%	304
2016 Q4	$27K	Buy	+641	New	+$28.4K	0.01%	309
2016 Q1	–	Sell	-479	Closed	-$19K	–	636
2015 Q4	$19K	Buy	+479	New	+$19.6K	0.01%	310
2015 Q3	–	Sell	-530	Closed	-$22K	–	630
2015 Q2	$22K	Buy	+530	New	+$23.9K	0.01%	312

Other funds holding VER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Apriem Advisors's VER Position: Q2 2017 in Review

Apriem Advisors sold out of VEREIT, Inc. (VER) in Q2 2017, closing a stake of 641 shares — an estimated $27K sold.

Apriem Advisors first reported a position in VER in Q2 2015 and held it in 4 quarters. The position peaked at $27K in Q1 2017. 382 funds tracked by Wall St. Rank hold VER as of Q2 2017.

Apriem Advisors reported no remaining VEREIT, Inc. position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 641 VEREIT, Inc. shares in Q2 2017, an estimated $27K.
Apriem Advisors first reported a position in VEREIT, Inc. in Q2 2015 and held it in 4 quarters.
Apriem Advisors's VEREIT, Inc. position peaked at $27K in Q1 2017.
382 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.