CWSR
VER

Chessman Wealth Strategies RIA’s VEREIT, Inc. VER Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-329
Closed -$12K – 190
2018
Q3 		$12K Buy
+329
New +$12.5K 0.01% 121

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chessman Wealth Strategies RIA's VER Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of VEREIT, Inc. (VER) in Q4 2018, closing a stake of 329 shares — an estimated $12K sold.

Chessman Wealth Strategies RIA first reported a position in VER in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 387 funds tracked by Wall St. Rank hold VER as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining VEREIT, Inc. position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 329 VEREIT, Inc. shares in Q4 2018, an estimated $12K.
  • Chessman Wealth Strategies RIA first reported a position in VEREIT, Inc. in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's VEREIT, Inc. position peaked at $12K in Q3 2018.
  • 387 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.