IIC
VER

Ironwood Investment Counsel’s VEREIT, Inc. VER Stock Holding History

Ironwood Investment Counsel’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
2014
Q3 		– Sell
-6,542
Closed -$2.28M – 138
2014
Q2 		$2.28M Buy
6,542
+2,760
+73% +$177K 1.18% 28
2014
Q1 		$265K Buy
+3,782
New +$263K 0.14% 114

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ironwood Investment Counsel's VER Position: Q3 2014 in Review

Ironwood Investment Counsel sold out of VEREIT, Inc. (VER) in Q3 2014, closing a stake of 6,542 shares — an estimated $2.28M sold.

Ironwood Investment Counsel first reported a position in VER in Q1 2014 and held it in 2 quarters. The position peaked at $2.28M in Q2 2014. 375 funds tracked by Wall St. Rank hold VER as of Q3 2014.

  • Ironwood Investment Counsel reported no remaining VEREIT, Inc. position as of Q3 2014 after selling out during the quarter.
  • Ironwood Investment Counsel sold 6,542 VEREIT, Inc. shares in Q3 2014, an estimated $2.28M.
  • Ironwood Investment Counsel first reported a position in VEREIT, Inc. in Q1 2014 and held it in 2 quarters.
  • Ironwood Investment Counsel's VEREIT, Inc. position peaked at $2.28M in Q2 2014.
  • 375 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2014.

Based on Ironwood Investment Counsel's 13F filing for Q3 2014, filed 5 Nov 2014.