OIA
VER

Optimum Investment Advisors’s VEREIT, Inc. VER Stock Holding History

Optimum Investment Advisors’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
2014
Q4 		– Sell
-200
Closed -$12K – 1035
2014
Q3 		$12K Hold
200
– – ﹤0.01% 742
2014
Q2 		$13K Buy
+200
New +$12.9K ﹤0.01% 739

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TS
Twin Securities New York $206M AUM 77.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Optimum Investment Advisors's VER Position: Q4 2014 in Review

Optimum Investment Advisors sold out of VEREIT, Inc. (VER) in Q4 2014, closing a stake of 200 shares — an estimated $12K sold.

Optimum Investment Advisors first reported a position in VER in Q2 2014 and held it in 2 quarters. The position peaked at $13K in Q2 2014. 355 funds tracked by Wall St. Rank hold VER as of Q4 2014.

  • Optimum Investment Advisors reported no remaining VEREIT, Inc. position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 VEREIT, Inc. shares in Q4 2014, an estimated $12K.
  • Optimum Investment Advisors first reported a position in VEREIT, Inc. in Q2 2014 and held it in 2 quarters.
  • Optimum Investment Advisors's VEREIT, Inc. position peaked at $13K in Q2 2014.
  • 355 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.