LF
VER

Lee Financial’s VEREIT, Inc. VER Stock Holding History

Lee Financial’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
2018
Q4 		– Sell
-1,009
Closed -$37K – 490
2018
Q3 		$37K Hold
1,009
– – 0.01% 210
2018
Q2 		$38K Sell
1,009
-1,475
-59% -$51.8K 0.01% 280
2018
Q1 		$86K Buy
2,484
+1,475
+146% +$52.3K 0.02% 221
2017
Q4 		$39K Sell
1,009
-622
-38% -$24.9K 0.01% 204
2017
Q3 		$68K Buy
1,631
+622
+62% +$26.2K 0.02% 161
2017
Q2 		$41K Hold
1,009
– – 0.02% 202
2017
Q1 		$43K Hold
1,009
– – 0.02% 182
2016
Q4 		$43K Buy
+1,009
New +$44.6K 0.02% 185

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Financial's VER Position: Q4 2018 in Review

Lee Financial sold out of VEREIT, Inc. (VER) in Q4 2018, closing a stake of 1,009 shares — an estimated $37K sold.

Lee Financial first reported a position in VER in Q4 2016 and held it in 8 quarters. The position peaked at $86K in Q1 2018. 387 funds tracked by Wall St. Rank hold VER as of Q4 2018.

  • Lee Financial reported no remaining VEREIT, Inc. position as of Q4 2018 after selling out during the quarter.
  • Lee Financial sold 1,009 VEREIT, Inc. shares in Q4 2018, an estimated $37K.
  • Lee Financial first reported a position in VEREIT, Inc. in Q4 2016 and held it in 8 quarters.
  • Lee Financial's VEREIT, Inc. position peaked at $86K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.