AWS
VER

Aris Wealth Services’s VEREIT, Inc. VER Stock Holding History

Aris Wealth Services’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
2015
Q3 		$24K Buy
620
+325
+110% +$13.6K 0.05% 150
2015
Q2 		$12K Sell
295
-341
-54% -$15.4K 0.01% 356
2015
Q1 		$31K Buy
+636
New +$30.4K 0.03% 271

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aris Wealth Services's VER Position: Q3 2015 in Review

Aris Wealth Services increased its VEREIT, Inc. (VER) stake by 110% in Q3 2015, buying an estimated $13.6K and bringing the position to 620 shares worth $24K. The position accounts for 0.05% of the portfolio, ranked #150.

Aris Wealth Services first reported a position in VER in Q1 2015 and has held it in 3 quarters since. The position peaked at $31K in Q1 2015. 336 funds tracked by Wall St. Rank hold VER as of Q3 2015.

  • Aris Wealth Services held 620 shares of VEREIT, Inc. worth $24K as of Q3 2015.
  • Aris Wealth Services bought 325 VEREIT, Inc. shares in Q3 2015, an estimated $13.6K.
  • VEREIT, Inc. made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #150 holding.
  • Aris Wealth Services first reported a position in VEREIT, Inc. in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's VEREIT, Inc. position peaked at $31K in Q1 2015.
  • 336 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.