JWA
VER

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

JFS 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
2021
Q1 		– Sell
-200
Closed -$8K – 647
2020
Q4 		$8K Hold
200
– – ﹤0.01% 438
2020
Q3 		$7K Hold
200
– – ﹤0.01% 424
2020
Q2 		$6K Hold
200
– – ﹤0.01% 426
2020
Q1 		$5K Buy
+200
New +$8.45K ﹤0.01% 397
2015
Q3 		– Sell
-40
Closed -$2K – 592
2015
Q2 		$2K Hold
40
– – ﹤0.01% 476
2015
Q1 		$2K Hold
40
– – ﹤0.01% 472
2014
Q4 		$2K Hold
40
– – ﹤0.01% 490
2014
Q3 		$2K Buy
+40
New +$2.57K ﹤0.01% 447

Other funds holding VER

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

JFS Wealth Advisors's VER Position: Q1 2021 in Review

JFS Wealth Advisors sold out of VEREIT, Inc. (VER) in Q1 2021, closing a stake of 200 shares — an estimated $8K sold.

JFS Wealth Advisors first reported a position in VER in Q3 2014 and held it in 8 quarters. The position peaked at $8K in Q4 2020. 365 funds tracked by Wall St. Rank hold VER as of Q1 2021.

  • JFS Wealth Advisors reported no remaining VEREIT, Inc. position as of Q1 2021 after selling out during the quarter.
  • JFS Wealth Advisors sold 200 VEREIT, Inc. shares in Q1 2021, an estimated $8K.
  • JFS Wealth Advisors first reported a position in VEREIT, Inc. in Q3 2014 and held it in 8 quarters.
  • JFS Wealth Advisors's VEREIT, Inc. position peaked at $8K in Q4 2020.
  • 365 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2021.

Based on JFS Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.