GI
VER

Gradient Investments’s VEREIT, Inc. VER Stock Holding History

Gradient Investments’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
Q1 		– Sell
-699
Closed -$25K – 1054
2018
Q4 		$25K Hold
699
– – ﹤0.01% 431
2018
Q3 		$25K Hold
699
– – ﹤0.01% 462
2018
Q2 		$26K Hold
699
– – ﹤0.01% 442
2018
Q1 		$24K Hold
699
– – ﹤0.01% 449
2017
Q4 		$27K Buy
+699
New +$28K ﹤0.01% 429
2017
Q3 		– Sell
-699
Closed -$28K – 792
2017
Q2 		$28K Sell
699
-188
-21% -$7.77K ﹤0.01% 367
2017
Q1 		$38K Buy
887
+188
+27% +$8.1K ﹤0.01% 334
2016
Q4 		$30K Hold
699
– – ﹤0.01% 316
2016
Q3 		$36K Hold
699
– – ﹤0.01% 289
2016
Q2 		$35K Buy
+699
New +$32.9K ﹤0.01% 291
2015
Q1 		– Sell
-2,765
Closed -$125K – 712
2014
Q4 		$125K Buy
2,765
+2,464
+819% +$121K 0.02% 180
2014
Q3 		$18K Buy
+301
New +$19.4K ﹤0.01% 288

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 $5.7T 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return