CWM
VER

Concert Wealth Management’s VEREIT, Inc. VER Stock Holding History

Concert Wealth 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
2017
Q3 		– Sell
-3,116
Closed -$126K – 155
2017
Q2 		$126K Buy
3,116
+1
+0% +$41 0.12% 152
2017
Q1 		$131K Buy
+3,115
New +$134K 0.03% 465
2016
Q4 		– Sell
-3,964
Closed -$205K – 971
2016
Q3 		$205K Sell
3,964
-268
-6% -$13.9K 0.02% 639
2016
Q2 		$214K Buy
+4,232
New +$199K 0.03% 585

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Concert Wealth Management's VER Position: Q3 2017 in Review

Concert Wealth Management sold out of VEREIT, Inc. (VER) in Q3 2017, closing a stake of 3,116 shares — an estimated $126K sold.

Concert Wealth Management first reported a position in VER in Q2 2016 and held it in 4 quarters. The position peaked at $214K in Q2 2016. 368 funds tracked by Wall St. Rank hold VER as of Q3 2017.

  • Concert Wealth Management reported no remaining VEREIT, Inc. position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,116 VEREIT, Inc. shares in Q3 2017, an estimated $126K.
  • Concert Wealth Management first reported a position in VEREIT, Inc. in Q2 2016 and held it in 4 quarters.
  • Concert Wealth Management's VEREIT, Inc. position peaked at $214K in Q2 2016.
  • 368 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.