Creative Planning’s VEREIT, Inc. VER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,203
| Closed | -$201K | – | 2766 |
|
|
2021
Q1 | $201K | Buy |
+5,203
| New | +$195K | ﹤0.01% | 2098 |
|
|
2020
Q4 | – | Sell |
-5,140
| Closed | -$167K | – | 2512 |
|
|
2020
Q3 | $167K | Buy |
5,140
+1,066
| +26% | +$35.1K | ﹤0.01% | 1723 |
|
|
2020
Q2 | $131K | Buy |
+4,074
| New | +$113K | ﹤0.01% | 1618 |
|
|
2020
Q1 | – | Sell |
-2,255
| Closed | -$104K | – | 2165 |
|
|
2019
Q4 | $104K | Buy |
+2,255
| New | +$108K | ﹤0.01% | 1748 |
|
|
2018
Q4 | – | Sell |
-2,541
| Closed | -$92K | – | 2169 |
|
|
2018
Q3 | $92K | Buy |
2,541
+20
| +0.8% | +$762 | ﹤0.01% | 1805 |
|
|
2018
Q2 | $94K | Sell |
2,521
-337
| -12% | -$11.8K | ﹤0.01% | 1779 |
|
|
2018
Q1 | $99K | Buy |
2,858
+851
| +42% | +$30.2K | ﹤0.01% | 1752 |
|
|
2017
Q4 | $78K | Sell |
2,007
-763
| -28% | -$30.6K | ﹤0.01% | 1755 |
|
|
2017
Q3 | $115K | Sell |
2,770
-222
| -7% | -$9.36K | ﹤0.01% | 1699 |
|
|
2017
Q2 | $122K | Buy |
2,992
+390
| +15% | +$16.1K | ﹤0.01% | 1847 |
|
|
2017
Q1 | $110K | Buy |
2,602
+214
| +9% | +$9.22K | ﹤0.01% | 1893 |
|
|
2016
Q4 | $101K | Sell |
2,388
-113
| -5% | -$5K | ﹤0.01% | 1862 |
|
|
2016
Q3 | $130K | Sell |
2,501
-118
| -5% | -$6.14K | ﹤0.01% | 1665 |
|
|
2016
Q2 | $133K | Buy |
2,619
+397
| +18% | +$18.7K | ﹤0.01% | 1492 |
|
|
2016
Q1 | $99K | Sell |
2,222
-3,697
| -62% | -$147K | ﹤0.01% | 1642 |
|
|
2015
Q4 | $234K | Buy |
5,919
+2,820
| +91% | +$116K | ﹤0.01% | 1117 |
|
|
2015
Q3 | $120K | Sell |
3,099
-1,876
| -38% | -$78.4K | ﹤0.01% | 1493 |
|
|
2015
Q2 | $202K | Sell |
4,975
-3,333
| -40% | -$150K | ﹤0.01% | 870 |
|
|
2015
Q1 | $409K | Buy |
8,308
+3,969
| +91% | +$190K | ﹤0.01% | 827 |
|
|
2014
Q4 | $196K | Sell |
4,339
-1,489
| -26% | -$73K | ﹤0.01% | 1151 |
|
|
2014
Q3 | $351K | Sell |
5,828
-4,114
| -41% | -$264K | ﹤0.01% | 798 |
|
|
2014
Q2 | $623K | Buy |
9,942
+45
| +0.5% | +$2.89K | 0.01% | 555 |
|
|
2014
Q1 | $694K | Buy |
9,897
+8,333
| +533% | +$580K | 0.01% | 497 |
|
|
2013
Q4 | $101K | Buy |
1,564
+60
| +4% | +$3.88K | ﹤0.01% | 1190 |
|
|
2013
Q3 | $92K | Buy |
1,504
+36
| +2% | +$2.45K | ﹤0.01% | 1169 |
|
|
2013
Q2 | $112K | Buy |
+1,468
| New | +$117K | ﹤0.01% | 932 |
|
Other funds holding VER
UOC
Creative Planning's VER Position: Q2 2021 in Review
Creative Planning sold out of VEREIT, Inc. (VER) in Q2 2021, closing a stake of 5,203 shares — an estimated $201K sold.
Creative Planning first reported a position in VER in Q2 2013 and held it in 26 quarters. The position peaked at $694K in Q1 2014. 375 funds tracked by Wall St. Rank hold VER as of Q2 2021.
- Creative Planning reported no remaining VEREIT, Inc. position as of Q2 2021 after selling out during the quarter.
- Creative Planning sold 5,203 VEREIT, Inc. shares in Q2 2021, an estimated $201K.
- Creative Planning first reported a position in VEREIT, Inc. in Q2 2013 and held it in 26 quarters.
- Creative Planning's VEREIT, Inc. position peaked at $694K in Q1 2014.
- 375 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2021.
Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.