IFWM
VER

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

Institute for 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
2017
Q3 		– Sell
-3,147
Closed -$127K – 409
2017
Q2 		$127K Buy
+3,147
New +$130K 0.03% 395

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Institute for Wealth Management's VER Position: Q3 2017 in Review

Institute for Wealth Management sold out of VEREIT, Inc. (VER) in Q3 2017, closing a stake of 3,147 shares — an estimated $127K sold.

Institute for Wealth Management first reported a position in VER in Q2 2017 and held it in 1 quarter. The position peaked at $127K in Q2 2017. 368 funds tracked by Wall St. Rank hold VER as of Q3 2017.

  • Institute for Wealth Management reported no remaining VEREIT, Inc. position as of Q3 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 3,147 VEREIT, Inc. shares in Q3 2017, an estimated $127K.
  • Institute for Wealth Management first reported a position in VEREIT, Inc. in Q2 2017 and held it in 1 quarter.
  • Institute for Wealth Management's VEREIT, Inc. position peaked at $127K in Q2 2017.
  • 368 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2017.

Based on Institute for Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.