HFS
VER

Howard Financial Services’s VEREIT, Inc. VER Stock Holding History

Howard Financial Services’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
Q1 		– Sell
-2,092
Closed -$97K – 136
2019
Q4 		$97K Hold
2,092
– – 0.06% 95
2019
Q3 		$102K Hold
2,092
– – 0.07% 91
2019
Q2 		$94K Hold
2,092
– – 0.06% 89
2019
Q1 		$88K Hold
2,092
– – 0.06% 90
2018
Q4 		$75K Buy
+2,092
New +$77.6K 0.06% 85

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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 $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Howard Financial Services's VER Position: Q1 2020 in Review

Howard Financial Services sold out of VEREIT, Inc. (VER) in Q1 2020, closing a stake of 2,092 shares — an estimated $97K sold.

Howard Financial Services first reported a position in VER in Q4 2018 and held it in 5 quarters. The position peaked at $102K in Q3 2019. 428 funds tracked by Wall St. Rank hold VER as of Q1 2020.

  • Howard Financial Services reported no remaining VEREIT, Inc. position as of Q1 2020 after selling out during the quarter.
  • Howard Financial Services sold 2,092 VEREIT, Inc. shares in Q1 2020, an estimated $97K.
  • Howard Financial Services first reported a position in VEREIT, Inc. in Q4 2018 and held it in 5 quarters.
  • Howard Financial Services's VEREIT, Inc. position peaked at $102K in Q3 2019.
  • 428 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2020.

Based on Howard Financial Services's 13F filing for Q1 2020, filed 5 May 2020.