Lake Street Advisors Group’s VEREIT, Inc. VER Stock Holding History

Lake Street Advisors Group’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	-2,284	Closed	-$108K	–	258
2019 Q3	$108K	Buy	+2,284	New	+$108K	0.01%	221
2018 Q3	–	Sell	-2,439	Closed	-$91K	–	321
2018 Q2	$91K	Buy	+2,439	New	+$85.6K	0.01%	329
2018 Q1	–	Sell	-2,522	Closed	-$98K	–	359
2017 Q4	$98K	Buy	+2,522	New	+$101K	0.01%	322

Other funds holding VER

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Lake Street Advisors Group's VER Position: Q4 2019 in Review

Lake Street Advisors Group sold out of VEREIT, Inc. (VER) in Q4 2019, closing a stake of 2,284 shares — an estimated $108K sold.

Lake Street Advisors Group first reported a position in VER in Q4 2017 and held it in 3 quarters. The position peaked at $108K in Q3 2019. 463 funds tracked by Wall St. Rank hold VER as of Q4 2019.

Lake Street Advisors Group reported no remaining VEREIT, Inc. position as of Q4 2019 after selling out during the quarter.
Lake Street Advisors Group sold 2,284 VEREIT, Inc. shares in Q4 2019, an estimated $108K.
Lake Street Advisors Group first reported a position in VEREIT, Inc. in Q4 2017 and held it in 3 quarters.
Lake Street Advisors Group's VEREIT, Inc. position peaked at $108K in Q3 2019.
463 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2019.

Based on Lake Street Advisors Group's 13F filing for Q4 2019, filed 12 Feb 2020.