BSW Wealth Partners’s VEREIT, Inc. VER Stock Holding History

BSW Wealth 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
2020 Q4	–	Sell	-3,526	Closed	-$115K	–	190
2020 Q3	$115K	Buy	+3,526	New	+$116K	0.04%	150

Other funds holding VER

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

BSW Wealth Partners's VER Position: Q4 2020 in Review

BSW Wealth Partners sold out of VEREIT, Inc. (VER) in Q4 2020, closing a stake of 3,526 shares — an estimated $115K sold.

BSW Wealth Partners first reported a position in VER in Q3 2020 and held it in 1 quarter. The position peaked at $115K in Q3 2020. 351 funds tracked by Wall St. Rank hold VER as of Q4 2020.

BSW Wealth Partners reported no remaining VEREIT, Inc. position as of Q4 2020 after selling out during the quarter.
BSW Wealth Partners sold 3,526 VEREIT, Inc. shares in Q4 2020, an estimated $115K.
BSW Wealth Partners first reported a position in VEREIT, Inc. in Q3 2020 and held it in 1 quarter.
BSW Wealth Partners's VEREIT, Inc. position peaked at $115K in Q3 2020.
351 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2020.

Based on BSW Wealth Partners's 13F filing for Q4 2020, filed 16 Feb 2021.