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

Edge 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
2020 Q4	–	Sell	-200	Closed	-$7K	–	477
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	341
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	542
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	492
2019 Q4	$9K	Hold	200	–	–	﹤0.01%	439
2019 Q3	$9K	Hold	200	–	–	﹤0.01%	428
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	434
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	434
2018 Q4	$7K	Hold	200	–	–	﹤0.01%	443
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	478
2018 Q2	$7K	Hold	200	–	–	﹤0.01%	462
2018 Q1	$7K	Hold	200	–	–	﹤0.01%	427
2017 Q4	$7K	Hold	200	–	–	﹤0.01%	422
2017 Q3	$8K	Hold	200	–	–	﹤0.01%	404
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	399
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	378
2016 Q4	$8K	Sell	200 -1,000	-83%	-$44.2K	﹤0.01%	361
2016 Q3	$62K	Hold	1,200	–	–	0.03%	163
2016 Q2	$61K	Hold	1,200	–	–	0.03%	161
2016 Q1	$53K	Hold	1,200	–	–	0.02%	169
2015 Q4	$48K	Hold	1,200	–	–	0.02%	191
2015 Q3	$46K	Hold	1,200	–	–	0.02%	183
2015 Q2	$49K	Hold	1,200	–	–	0.02%	187
2015 Q1	$59K	Hold	1,200	–	–	0.02%	179
2014 Q4	$54K	Hold	1,200	–	–	0.02%	186
2014 Q3	$72K	Hold	1,200	–	–	0.03%	160
2014 Q2	$75K	Buy	+1,200	New	+$77.1K	0.03%	153

Other funds holding VER

Cohen & Steers New York $63.2B AUM 17.15% 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 $2.3T AUM 54.33% 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 $7.18B AUM 18.15% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Edge Wealth Management's VER Position: Q4 2020 in Review

Edge Wealth Management sold out of VEREIT, Inc. (VER) in Q4 2020, closing a stake of 200 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in VER in Q2 2014 and held it in 26 quarters. The position peaked at $75K in Q2 2014. 351 funds tracked by Wall St. Rank hold VER as of Q4 2020.

Edge Wealth Management reported no remaining VEREIT, Inc. position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 200 VEREIT, Inc. shares in Q4 2020, an estimated $7K.
Edge Wealth Management first reported a position in VEREIT, Inc. in Q2 2014 and held it in 26 quarters.
Edge Wealth Management's VEREIT, Inc. position peaked at $75K in Q2 2014.
351 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.