PWPS
VER

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

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-251
Closed -$10K – 2294
2020
Q4 		$10K Buy
+251
New +$8.91K ﹤0.01% 1414

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

Pinnacle Wealth Planning Services's VER Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of VEREIT, Inc. (VER) in Q1 2021, closing a stake of 251 shares — an estimated $10K sold.

Pinnacle Wealth Planning Services first reported a position in VER in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 365 funds tracked by Wall St. Rank hold VER as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining VEREIT, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 251 VEREIT, Inc. shares in Q1 2021, an estimated $10K.
  • Pinnacle Wealth Planning Services first reported a position in VEREIT, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's VEREIT, Inc. position peaked at $10K in Q4 2020.
  • 365 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.