FPFS
VER

First Personal Financial Services’s VEREIT, Inc. VER Stock Holding History

First Personal Financial Services’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
-392
Closed -$14K – 701
2018
Q3 		$14K Hold
392
– – ﹤0.01% 461
2018
Q2 		$15K Hold
392
– – 0.01% 446
2018
Q1 		$14K Buy
+392
New +$13.9K ﹤0.01% 718

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PGGM Investments
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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 $1.81T AUM 41.13% 1-Year Est. Return

First Personal Financial Services's VER Position: Q4 2018 in Review

First Personal Financial Services sold out of VEREIT, Inc. (VER) in Q4 2018, closing a stake of 392 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in VER in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 387 funds tracked by Wall St. Rank hold VER as of Q4 2018.

  • First Personal Financial Services reported no remaining VEREIT, Inc. position as of Q4 2018 after selling out during the quarter.
  • First Personal Financial Services sold 392 VEREIT, Inc. shares in Q4 2018, an estimated $14K.
  • First Personal Financial Services first reported a position in VEREIT, Inc. in Q1 2018 and held it in 3 quarters.
  • First Personal Financial Services's VEREIT, Inc. position peaked at $15K in Q2 2018.
  • 387 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.