GSWM
VER

Golden State Wealth Management’s VEREIT, Inc. VER Stock Holding History

Golden State Wealth 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
Q3 		– Sell
-149
Closed -$6K – 1166
2019
Q2 		$6K Hold
149
– – ﹤0.01% 859
2019
Q1 		$6K Buy
+149
New +$5.95K ﹤0.01% 889

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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Golden State Wealth Management's VER Position: Q3 2019 in Review

Golden State Wealth Management sold out of VEREIT, Inc. (VER) in Q3 2019, closing a stake of 149 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in VER in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 439 funds tracked by Wall St. Rank hold VER as of Q3 2019.

  • Golden State Wealth Management reported no remaining VEREIT, Inc. position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 149 VEREIT, Inc. shares in Q3 2019, an estimated $6K.
  • Golden State Wealth Management first reported a position in VEREIT, Inc. in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's VEREIT, Inc. position peaked at $6K in Q2 2019.
  • 439 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.