IWA
VER

Intercontinental Wealth Advisors’s VEREIT, Inc. VER Stock Holding History

Intercontinental Wealth Advisors’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
-198
Closed -$10K – 326
2019
Q4 		$10K Sell
198
-126
-39% -$6.04K 0.01% 281
2019
Q3 		$16K Buy
+324
New +$15.3K 0.01% 298

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

Intercontinental Wealth Advisors's VER Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of VEREIT, Inc. (VER) in Q1 2020, closing a stake of 198 shares — an estimated $10K sold.

Intercontinental Wealth Advisors first reported a position in VER in Q3 2019 and held it in 2 quarters. The position peaked at $16K in Q3 2019. 428 funds tracked by Wall St. Rank hold VER as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining VEREIT, Inc. position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 198 VEREIT, Inc. shares in Q1 2020, an estimated $10K.
  • Intercontinental Wealth Advisors first reported a position in VEREIT, Inc. in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's VEREIT, Inc. position peaked at $16K in Q3 2019.
  • 428 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.