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CFA
VER
Carroll Financial Associates’s
VEREIT, Inc.
VER
Stock Holding History
Carroll Financial Associates’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
2019
Q3
–
Sell
-500
Closed
-$22K
–
1807
2019
Q2
$22K
Hold
500
–
–
﹤0.01%
808
2019
Q1
$20K
Sell
500
-31
-6%
-$1.24K
﹤0.01%
762
2018
Q4
$19K
Hold
531
–
–
﹤0.01%
690
2018
Q3
$19K
Hold
531
–
–
﹤0.01%
731
2018
Q2
$19K
Hold
531
–
–
﹤0.01%
702
2018
Q1
$18K
Buy
531
+31
+6%
+$1.1K
﹤0.01%
705
2017
Q4
$19K
Hold
500
–
–
﹤0.01%
682
2017
Q3
$20K
Hold
500
–
–
﹤0.01%
664
2017
Q2
$20K
Buy
500
+170
+52%
+$7.03K
﹤0.01%
671
2017
Q1
$14K
Hold
330
–
–
﹤0.01%
753
2016
Q4
$13K
Buy
330
+130
+65%
+$5.75K
﹤0.01%
743
2016
Q3
$10K
Hold
200
–
–
﹤0.01%
827
2016
Q2
$10K
Hold
200
–
–
﹤0.01%
790
2016
Q1
$8K
Hold
200
–
–
﹤0.01%
824
2015
Q4
$7K
Hold
200
–
–
﹤0.01%
817
2015
Q3
$8K
Hold
200
–
–
﹤0.01%
771
2015
Q2
$8K
Buy
+200
New
+$9.02K
﹤0.01%
765
2014
Q4
–
Sell
-4,000
Closed
-$173K
–
931
2014
Q3
$173K
Buy
+4,000
New
+$257K
0.05%
163
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$303B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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