GWAG
VER

Garrett Wealth Advisory Group’s VEREIT, Inc. VER Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-63
Closed -$3.06K – 725
2019
Q3 		$3.06K Buy
+63
New +$2.97K ﹤0.01% 461

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Garrett Wealth Advisory Group's VER Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of VEREIT, Inc. (VER) in Q4 2019, closing a stake of 63 shares — an estimated $3.06K sold.

Garrett Wealth Advisory Group first reported a position in VER in Q3 2019 and held it in 1 quarter. The position peaked at $3.06K in Q3 2019. 463 funds tracked by Wall St. Rank hold VER as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining VEREIT, Inc. position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 63 VEREIT, Inc. shares in Q4 2019, an estimated $3.06K.
  • Garrett Wealth Advisory Group first reported a position in VEREIT, Inc. in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's VEREIT, Inc. position peaked at $3.06K in Q3 2019.
  • 463 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.