Lucia Wealth Services’s VEREIT, Inc. VER Stock Holding History

Lucia Wealth Services’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
2020 Q2	–	Sell	-83	Closed	-$2K	–	200
2020 Q1	$2K	Buy	+83	New	+$3.51K	﹤0.01%	190
2019 Q2	–	Sell	-215	Closed	-$9K	–	199
2019 Q1	$9K	Buy	+215	New	+$8.59K	﹤0.01%	180
2018 Q4	–	Sell	-215	Closed	-$8K	–	226
2018 Q3	$8K	Hold	215	–	–	﹤0.01%	208
2018 Q2	$8K	Hold	215	–	–	﹤0.01%	193
2018 Q1	$7K	Buy	+215	New	+$7.63K	﹤0.01%	189

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Lucia Wealth Services's VER Position: Q2 2020 in Review

Lucia Wealth Services sold out of VEREIT, Inc. (VER) in Q2 2020, closing a stake of 83 shares — an estimated $2K sold.

Lucia Wealth Services first reported a position in VER in Q1 2018 and held it in 5 quarters. The position peaked at $9K in Q1 2019. 419 funds tracked by Wall St. Rank hold VER as of Q2 2020.

Lucia Wealth Services reported no remaining VEREIT, Inc. position as of Q2 2020 after selling out during the quarter.
Lucia Wealth Services sold 83 VEREIT, Inc. shares in Q2 2020, an estimated $2K.
Lucia Wealth Services first reported a position in VEREIT, Inc. in Q1 2018 and held it in 5 quarters.
Lucia Wealth Services's VEREIT, Inc. position peaked at $9K in Q1 2019.
419 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2020.

Based on Lucia Wealth Services's 13F filing for Q2 2020, filed 29 Jul 2020.