MWC
VER

MBM Wealth Consultants’s VEREIT, Inc. VER Stock Holding History

MBM Wealth Consultants’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
Q2 		– Sell
-40
Closed -$2K – 278
2021
Q1 		$2K Hold
40
– – ﹤0.01% 245
2020
Q4 		$2K Hold
40
– – ﹤0.01% 222
2020
Q3 		$1K Hold
40
– – ﹤0.01% 225
2020
Q2 		$1K Hold
40
– – ﹤0.01% 209
2020
Q1 		$1K Hold
40
– – ﹤0.01% 199
2019
Q4 		$2K Hold
40
– – ﹤0.01% 204
2019
Q3 		$2K Hold
40
– – ﹤0.01% 199
2019
Q2 		$2K Hold
40
– – ﹤0.01% 211
2019
Q1 		$2K Hold
40
– – ﹤0.01% 204
2018
Q4 		$1K Buy
+40
New +$1.49K ﹤0.01% 229

Other funds holding VER

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MBM Wealth Consultants's VER Position: Q2 2021 in Review

MBM Wealth Consultants sold out of VEREIT, Inc. (VER) in Q2 2021, closing a stake of 40 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in VER in Q4 2018 and held it in 10 quarters. The position peaked at $2K in Q1 2021. 375 funds tracked by Wall St. Rank hold VER as of Q2 2021.

  • MBM Wealth Consultants reported no remaining VEREIT, Inc. position as of Q2 2021 after selling out during the quarter.
  • MBM Wealth Consultants sold 40 VEREIT, Inc. shares in Q2 2021, an estimated $2K.
  • MBM Wealth Consultants first reported a position in VEREIT, Inc. in Q4 2018 and held it in 10 quarters.
  • MBM Wealth Consultants's VEREIT, Inc. position peaked at $2K in Q1 2021.
  • 375 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2021.

Based on MBM Wealth Consultants's 13F filing for Q2 2021, filed 13 Aug 2021.