GWMIA
VER

Global Wealth Management Investment Advisory’s VEREIT, Inc. VER Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-874
Closed -$28K – 674
2020
Q2 		$28K Hold
874
– – 0.01% 247
2020
Q1 		$21K Hold
874
– – 0.01% 255
2019
Q4 		$40K Hold
874
– – 0.02% 202
2019
Q3 		$43K Hold
874
– – 0.02% 178
2019
Q2 		$39K Hold
874
– – 0.02% 190
2019
Q1 		$37K Hold
874
– – 0.02% 238
2018
Q4 		$31K Buy
+874
New +$32.4K 0.02% 252

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $55.1B AUM 45.38% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Global Wealth Management Investment Advisory's VER Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of VEREIT, Inc. (VER) in Q3 2020, closing a stake of 874 shares — an estimated $28K sold.

Global Wealth Management Investment Advisory first reported a position in VER in Q4 2018 and held it in 7 quarters. The position peaked at $43K in Q3 2019. 403 funds tracked by Wall St. Rank hold VER as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining VEREIT, Inc. position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 874 VEREIT, Inc. shares in Q3 2020, an estimated $28K.
  • Global Wealth Management Investment Advisory first reported a position in VEREIT, Inc. in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's VEREIT, Inc. position peaked at $43K in Q3 2019.
  • 403 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.