CFA
VER

Clarfeld Financial Advisors’s VEREIT, Inc. VER Stock Holding History

Clarfeld Financial 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
2018
Q4 		$6K Buy
+167
New +$6.2K 0.01% 314

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarfeld Financial Advisors's VER Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in VEREIT, Inc. (VER) in Q4 2018: 167 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings.

387 funds tracked by Wall St. Rank hold VER as of Q4 2018.

  • Clarfeld Financial Advisors held 167 shares of VEREIT, Inc. worth $6K as of Q4 2018.
  • VEREIT, Inc. was a new Clarfeld Financial Advisors position in Q4 2018.
  • VEREIT, Inc. made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #314 holding.
  • 387 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.