Clifford Swan Investment Counsel’s VEREIT, Inc. VER Stock Holding History

Clifford Swan Investment Counsel’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
2020 Q4	–	Sell	-2,440	Closed	-$79K	–	326
2020 Q3	$79K	Hold	2,440	–	–	﹤0.01%	312
2020 Q2	$78K	Hold	2,440	–	–	﹤0.01%	304
2020 Q1	$60K	Hold	2,440	–	–	﹤0.01%	295
2019 Q4	$113K	Hold	2,440	–	–	0.01%	316
2019 Q3	$119K	Hold	2,440	–	–	0.01%	307
2019 Q2	$110K	Buy	+2,440	New	+$106K	0.01%	312

Other funds holding VER

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Clifford Swan Investment Counsel's VER Position: Q4 2020 in Review

Clifford Swan Investment Counsel sold out of VEREIT, Inc. (VER) in Q4 2020, closing a stake of 2,440 shares — an estimated $79K sold.

Clifford Swan Investment Counsel first reported a position in VER in Q2 2019 and held it in 6 quarters. The position peaked at $119K in Q3 2019. 351 funds tracked by Wall St. Rank hold VER as of Q4 2020.

Clifford Swan Investment Counsel reported no remaining VEREIT, Inc. position as of Q4 2020 after selling out during the quarter.
Clifford Swan Investment Counsel sold 2,440 VEREIT, Inc. shares in Q4 2020, an estimated $79K.
Clifford Swan Investment Counsel first reported a position in VEREIT, Inc. in Q2 2019 and held it in 6 quarters.
Clifford Swan Investment Counsel's VEREIT, Inc. position peaked at $119K in Q3 2019.
351 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2020.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2020, filed 11 Feb 2021.