EP Wealth Advisors’s VEREIT, Inc. VER Stock Holding History

EP Wealth Advisors’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 Q3	–	Sell	-2,599	Closed	-$84K	–	378
2020 Q2	$84K	Sell	2,599 -12	-0.5%	-$334	﹤0.01%	365
2020 Q1	$64K	Buy	2,611 +274	+12%	+$11.6K	﹤0.01%	358
2019 Q4	$108K	Buy	+2,337	New	+$112K	﹤0.01%	409

Other funds holding VER

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

EP Wealth Advisors's VER Position: Q3 2020 in Review

EP Wealth Advisors sold out of VEREIT, Inc. (VER) in Q3 2020, closing a stake of 2,599 shares — an estimated $84K sold.

EP Wealth Advisors first reported a position in VER in Q4 2019 and held it in 3 quarters. The position peaked at $108K in Q4 2019. 403 funds tracked by Wall St. Rank hold VER as of Q3 2020.

EP Wealth Advisors reported no remaining VEREIT, Inc. position as of Q3 2020 after selling out during the quarter.
EP Wealth Advisors sold 2,599 VEREIT, Inc. shares in Q3 2020, an estimated $84K.
EP Wealth Advisors first reported a position in VEREIT, Inc. in Q4 2019 and held it in 3 quarters.
EP Wealth Advisors's VEREIT, Inc. position peaked at $108K in Q4 2019.
403 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2020.

Based on EP Wealth Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.