CSPIA
VER.PRF

Cary Street Partners Investment Advisory’s VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock VER.PRF Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio VER.PRF Stock Details VER.PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,244
Closed -$32K – 955
2020
Q3 		$32K Buy
+1,244
New +$31.6K 0.01% 569

Other funds holding VER.PRF

ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Cary Street Partners Investment Advisory's VER.PRF Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock (VER.PRF) in Q4 2020, closing a stake of 1,244 shares — an estimated $32K sold.

Cary Street Partners Investment Advisory first reported a position in VER.PRF in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 4 funds tracked by Wall St. Rank hold VER.PRF as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,244 VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock shares in Q4 2020, an estimated $32K.
  • Cary Street Partners Investment Advisory first reported a position in VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock position peaked at $32K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.