APP
VER

Avantax Planning Partners’s VEREIT, Inc. VER Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-262
Closed -$10K – 1364
2018
Q3 		$10K Buy
+262
New +$9.99K ﹤0.01% 896
2018
Q2 		– Sell
-262
Closed -$9K – 1708
2018
Q1 		$9K Buy
+262
New +$9.3K ﹤0.01% 1127

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Planning Partners's VER Position: Q4 2018 in Review

Avantax Planning Partners sold out of VEREIT, Inc. (VER) in Q4 2018, closing a stake of 262 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in VER in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 387 funds tracked by Wall St. Rank hold VER as of Q4 2018.

  • Avantax Planning Partners reported no remaining VEREIT, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 262 VEREIT, Inc. shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in VEREIT, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's VEREIT, Inc. position peaked at $10K in Q3 2018.
  • 387 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.