FGC
VER

Financial Gravity Companies’s VEREIT, Inc. VER Stock Holding History

Financial Gravity Companies’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 		$18K Buy
+451
New +$16.7K 0.02% 496
2018
Q1 		$100K Buy
2,920
+10
+0.3% +$355 0.1% 187
2017
Q4 		$105K Buy
+2,910
New +$117K 0.12% 169

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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 $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's VER Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in VEREIT, Inc. (VER) in Q4 2018: 451 shares worth $18K. The stake represents 0.02% of the portfolio and ranks #496 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VER as recently as Q1 2018.

Financial Gravity Companies first reported a position in VER in Q4 2017 and has held it in 3 quarters since. The position peaked at $105K in Q4 2017. 387 funds tracked by Wall St. Rank hold VER as of Q4 2018.

  • Financial Gravity Companies held 451 shares of VEREIT, Inc. worth $18K as of Q4 2018.
  • VEREIT, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • VEREIT, Inc. made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #496 holding.
  • Financial Gravity Companies first reported a position in VEREIT, Inc. in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's VEREIT, Inc. position peaked at $105K in Q4 2017.
  • 387 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.