KCS Wealth Advisory’s VEREIT, Inc. VER Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-300	Closed	-$14.7K	–	442
2019 Q3	$14.7K	Buy	+300	New	+$14.2K	0.01%	323

Other funds holding VER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

KCS Wealth Advisory's VER Position: Q4 2019 in Review

KCS Wealth Advisory sold out of VEREIT, Inc. (VER) in Q4 2019, closing a stake of 300 shares — an estimated $14.7K sold.

KCS Wealth Advisory first reported a position in VER in Q3 2019 and held it in 1 quarter. The position peaked at $14.7K in Q3 2019. 463 funds tracked by Wall St. Rank hold VER as of Q4 2019.

KCS Wealth Advisory reported no remaining VEREIT, Inc. position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 300 VEREIT, Inc. shares in Q4 2019, an estimated $14.7K.
KCS Wealth Advisory first reported a position in VEREIT, Inc. in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's VEREIT, Inc. position peaked at $14.7K in Q3 2019.
463 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.