DAS
VER

Dynamic Advisor Solutions’s VEREIT, Inc. VER Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-2,570
Closed -$119K – 615
2019
Q4 		$119K Buy
2,570
+28
+1% +$1.34K 0.02% 534
2019
Q3 		$124K Sell
2,542
-28
-1% -$1.32K 0.02% 495
2019
Q2 		$116K Buy
2,570
+31
+1% +$1.34K 0.02% 487
2019
Q1 		$106K Buy
2,539
+57
+2% +$2.28K 0.02% 407
2018
Q4 		$95K Buy
2,482
+68
+3% +$2.52K 0.02% 384
2018
Q3 		$88K Buy
2,414
+33
+1% +$1.26K 0.02% 401
2018
Q2 		$89K Buy
2,381
+35
+1% +$1.23K 0.02% 402
2018
Q1 		$82K Sell
2,346
-624
-21% -$22.1K 0.02% 361
2017
Q4 		$116K Sell
2,970
-24
-0.8% -$963 0.04% 245
2017
Q3 		$124K Buy
2,994
+79
+3% +$3.33K 0.05% 217
2017
Q2 		$119K Buy
2,915
+26
+0.9% +$1.07K 0.05% 214
2017
Q1 		$123K Buy
2,889
+33
+1% +$1.42K 0.05% 208
2016
Q4 		$121K Buy
2,856
+30
+1% +$1.33K 0.05% 207
2016
Q3 		$147K Buy
2,826
+27
+1% +$1.41K 0.06% 224
2016
Q2 		$142K Buy
2,799
+31
+1% +$1.46K 0.06% 200
2016
Q1 		$123K Sell
2,768
-773
-22% -$30.7K 0.05% 197
2015
Q4 		$140K Buy
3,541
+38
+1% +$1.56K 0.06% 204
2015
Q3 		$135K Hold
3,503
– – 0.07% 170
2015
Q2 		$142K Sell
3,503
-205
-6% -$9.25K 0.08% 152
2015
Q1 		$183K Hold
3,708
– – 0.09% 182
2014
Q4 		$168K Buy
3,708
+264
+8% +$12.9K 0.09% 179
2014
Q3 		$208K Buy
3,444
+42
+1% +$2.7K 0.11% 177
2014
Q2 		$213K Buy
+3,402
New +$219K 0.13% 185

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Dynamic Advisor Solutions's VER Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of VEREIT, Inc. (VER) in Q1 2020, closing a stake of 2,570 shares — an estimated $119K sold.

Dynamic Advisor Solutions first reported a position in VER in Q2 2014 and held it in 23 quarters. The position peaked at $213K in Q2 2014. 428 funds tracked by Wall St. Rank hold VER as of Q1 2020.

  • Dynamic Advisor Solutions reported no remaining VEREIT, Inc. position as of Q1 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,570 VEREIT, Inc. shares in Q1 2020, an estimated $119K.
  • Dynamic Advisor Solutions first reported a position in VEREIT, Inc. in Q2 2014 and held it in 23 quarters.
  • Dynamic Advisor Solutions's VEREIT, Inc. position peaked at $213K in Q2 2014.
  • 428 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.