PBF
VER

Petix & Botte Financial’s VEREIT, Inc. VER Stock Holding History

Petix & Botte 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
2020
Q4 		– Sell
-2,500
Closed -$81K – 84
2020
Q3 		$81K Sell
2,500
-2,500
-50% -$82.3K 0.06% 82
2020
Q2 		$80K Buy
5,000
+2,500
+100% +$69.6K 0.07% 81
2020
Q1 		$61K Hold
2,500
– – 0.06% 69
2019
Q4 		$116K Buy
+2,500
New +$120K 0.09% 81

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Petix & Botte Financial's VER Position: Q4 2020 in Review

Petix & Botte Financial sold out of VEREIT, Inc. (VER) in Q4 2020, closing a stake of 2,500 shares — an estimated $81K sold.

Petix & Botte Financial first reported a position in VER in Q4 2019 and held it in 4 quarters. The position peaked at $116K in Q4 2019. 351 funds tracked by Wall St. Rank hold VER as of Q4 2020.

  • Petix & Botte Financial reported no remaining VEREIT, Inc. position as of Q4 2020 after selling out during the quarter.
  • Petix & Botte Financial sold 2,500 VEREIT, Inc. shares in Q4 2020, an estimated $81K.
  • Petix & Botte Financial first reported a position in VEREIT, Inc. in Q4 2019 and held it in 4 quarters.
  • Petix & Botte Financial's VEREIT, Inc. position peaked at $116K in Q4 2019.
  • 351 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2020.

Based on Petix & Botte Financial's 13F filing for Q4 2020, filed 29 Jan 2021.