Charter Oak Capital Management’s VEREIT, Inc. VER Stock Holding History

Charter Oak Capital Management’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
2021 Q4	–	Sell	-78	Closed	-$4K	–	968
2021 Q3	$4K	Hold	78	–	–	﹤0.01%	715
2021 Q2	$4K	Hold	78	–	–	﹤0.01%	703
2021 Q1	$3K	Hold	78	–	–	﹤0.01%	697
2020 Q4	$3K	Buy	+78	New	+$2.77K	﹤0.01%	655

Other funds holding VER

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Charter Oak Capital Management's VER Position: Q4 2021 in Review

Charter Oak Capital Management sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 78 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in VER in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

Charter Oak Capital Management reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
Charter Oak Capital Management sold 78 VEREIT, Inc. shares in Q4 2021, an estimated $4K.
Charter Oak Capital Management first reported a position in VEREIT, Inc. in Q4 2020 and held it in 4 quarters.
Charter Oak Capital Management's VEREIT, Inc. position peaked at $4K in Q3 2021.
3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.