FAIM
VER

Financial Advocates Investment Management’s VEREIT, Inc. VER Stock Holding History

Financial Advocates Investment 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
2019
Q1 		– Sell
-2,350
Closed -$84K – 472
2018
Q4 		$84K Buy
+2,350
New +$87.2K 0.01% 415
2018
Q3 		– Sell
-3,659
Closed -$136K – 533
2018
Q2 		$136K Sell
3,659
-554
-13% -$19.4K 0.02% 475
2018
Q1 		$147K Sell
4,213
-2,330
-36% -$82.7K 0.02% 469
2017
Q4 		$255K Buy
+6,543
New +$262K 0.03% 392

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 $57.6B AUM 8.03% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PI
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Financial Advocates Investment Management's VER Position: Q1 2019 in Review

Financial Advocates Investment Management sold out of VEREIT, Inc. (VER) in Q1 2019, closing a stake of 2,350 shares — an estimated $84K sold.

Financial Advocates Investment Management first reported a position in VER in Q4 2017 and held it in 4 quarters. The position peaked at $255K in Q4 2017. 407 funds tracked by Wall St. Rank hold VER as of Q1 2019.

  • Financial Advocates Investment Management reported no remaining VEREIT, Inc. position as of Q1 2019 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,350 VEREIT, Inc. shares in Q1 2019, an estimated $84K.
  • Financial Advocates Investment Management first reported a position in VEREIT, Inc. in Q4 2017 and held it in 4 quarters.
  • Financial Advocates Investment Management's VEREIT, Inc. position peaked at $255K in Q4 2017.
  • 407 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2019.

Based on Financial Advocates Investment Management's 13F filing for Q1 2019, filed 16 May 2019.