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

Evercore 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
2018 Q4	–	Sell	-2,000	Closed	-$73K	–	423
2018 Q3	$73K	Buy	+2,000	New	+$76.2K	﹤0.01%	418
2015 Q1	–	Sell	-2,545	Closed	-$115K	–	1050
2014 Q4	$115K	Sell	2,545 -1,000	-28%	-$49K	0.01%	439
2014 Q3	$214K	Hold	3,545	–	–	0.01%	384
2014 Q2	$222K	Buy	+3,545	New	+$228K	0.01%	375

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

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

Evercore Wealth Management's VER Position: Q4 2018 in Review

Evercore Wealth Management sold out of VEREIT, Inc. (VER) in Q4 2018, closing a stake of 2,000 shares — an estimated $73K sold.

Evercore Wealth Management first reported a position in VER in Q2 2014 and held it in 4 quarters. The position peaked at $222K in Q2 2014. 387 funds tracked by Wall St. Rank hold VER as of Q4 2018.

Evercore Wealth Management reported no remaining VEREIT, Inc. position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,000 VEREIT, Inc. shares in Q4 2018, an estimated $73K.
Evercore Wealth Management first reported a position in VEREIT, Inc. in Q2 2014 and held it in 4 quarters.
Evercore Wealth Management's VEREIT, Inc. position peaked at $222K in Q2 2014.
387 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.