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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Gradient Investments's VER Position: Q1 2019 in Review

Gradient Investments sold out of VEREIT, Inc. (VER) in Q1 2019, closing a stake of 699 shares — an estimated $25K sold.

Gradient Investments first reported a position in VER in Q3 2014 and held it in 12 quarters. The position peaked at $125K in Q4 2014. 407 funds tracked by Wall St. Rank hold VER as of Q1 2019.

Gradient Investments reported no remaining VEREIT, Inc. position as of Q1 2019 after selling out during the quarter.
Gradient Investments sold 699 VEREIT, Inc. shares in Q1 2019, an estimated $25K.
Gradient Investments first reported a position in VEREIT, Inc. in Q3 2014 and held it in 12 quarters.
Gradient Investments's VEREIT, Inc. position peaked at $125K in Q4 2014.
407 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2019.

Based on Gradient Investments's 13F filing for Q1 2019, filed 11 Apr 2019.