GWM
VER

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

Gupta 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
2015
Q3 		– Sell
-350
Closed -$14K – 1380
2015
Q2 		$14K Buy
+350
New +$15.8K ﹤0.01% 831

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Corvex Management
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Glenview Capital Management
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Gupta Wealth Management's VER Position: Q3 2015 in Review

Gupta Wealth Management sold out of VEREIT, Inc. (VER) in Q3 2015, closing a stake of 350 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in VER in Q2 2015 and held it in 1 quarter. The position peaked at $14K in Q2 2015. 336 funds tracked by Wall St. Rank hold VER as of Q3 2015.

  • Gupta Wealth Management reported no remaining VEREIT, Inc. position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 350 VEREIT, Inc. shares in Q3 2015, an estimated $14K.
  • Gupta Wealth Management first reported a position in VEREIT, Inc. in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's VEREIT, Inc. position peaked at $14K in Q2 2015.
  • 336 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.