Creative Financial Designs’s VEREIT, Inc. VER Stock Holding History

Creative Financial Designs’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
2019 Q4	–	Sell	-750	Closed	-$37K	–	662
2019 Q3	$37K	Buy	750 +76	+11%	+$3.58K	0.02%	265
2019 Q2	$31K	Buy	674 +491	+268%	+$21.2K	0.02%	274
2019 Q1	$8K	Sell	183 -350	-66%	-$14K	﹤0.01%	414
2018 Q4	$19K	Sell	533 -303	-36%	-$11.2K	0.01%	284
2018 Q3	$30K	Buy	836 +451	+117%	+$17.2K	0.02%	285
2018 Q2	$14K	Buy	+385	New	+$13.5K	0.01%	421

Other funds holding VER

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Creative Financial Designs's VER Position: Q4 2019 in Review

Creative Financial Designs sold out of VEREIT, Inc. (VER) in Q4 2019, closing a stake of 750 shares — an estimated $37K sold.

Creative Financial Designs first reported a position in VER in Q2 2018 and held it in 6 quarters. The position peaked at $37K in Q3 2019. 463 funds tracked by Wall St. Rank hold VER as of Q4 2019.

Creative Financial Designs reported no remaining VEREIT, Inc. position as of Q4 2019 after selling out during the quarter.
Creative Financial Designs sold 750 VEREIT, Inc. shares in Q4 2019, an estimated $37K.
Creative Financial Designs first reported a position in VEREIT, Inc. in Q2 2018 and held it in 6 quarters.
Creative Financial Designs's VEREIT, Inc. position peaked at $37K in Q3 2019.
463 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2019.

Based on Creative Financial Designs's 13F filing for Q4 2019, filed 17 Jan 2020.