CA
VER

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

CapWealth 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
2013
Q4 		– Sell
-470
Closed -$29K – 423
2013
Q3 		$29K Buy
470
+370
+370% +$25.2K 0.01% 203
2013
Q2 		$8K Buy
+100
New +$7.97K ﹤0.01% 312

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CapWealth Advisors's VER Position: Q4 2013 in Review

CapWealth Advisors sold out of VEREIT, Inc. (VER) in Q4 2013, closing a stake of 470 shares — an estimated $29K sold.

CapWealth Advisors first reported a position in VER in Q2 2013 and held it in 2 quarters. The position peaked at $29K in Q3 2013. 215 funds tracked by Wall St. Rank hold VER as of Q4 2013.

  • CapWealth Advisors reported no remaining VEREIT, Inc. position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 470 VEREIT, Inc. shares in Q4 2013, an estimated $29K.
  • CapWealth Advisors first reported a position in VEREIT, Inc. in Q2 2013 and held it in 2 quarters.
  • CapWealth Advisors's VEREIT, Inc. position peaked at $29K in Q3 2013.
  • 215 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.