PSG
VER

Planning Solutions Group’s VEREIT, Inc. VER Stock Holding History

Planning Solutions Group’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
2019
Q2 		$323K Sell
7,160
-2,453
-26% -$106K 0.17% 100
2019
Q1 		$403K Hold
9,613
– – 0.22% 88
2018
Q4 		$344K Buy
+9,613
New +$357K 0.21% 87

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Planning Solutions Group's VER Position: Q2 2019 in Review

Planning Solutions Group reduced its VEREIT, Inc. (VER) stake by 26% in Q2 2019, selling an estimated $106K and leaving 7,160 shares worth $323K. The position accounts for 0.17% of the portfolio, ranked #100.

Planning Solutions Group first reported a position in VER in Q4 2018 and has held it in 3 quarters since. The position peaked at $403K in Q1 2019. 415 funds tracked by Wall St. Rank hold VER as of Q2 2019.

  • Planning Solutions Group held 7,160 shares of VEREIT, Inc. worth $323K as of Q2 2019.
  • Planning Solutions Group sold 2,453 VEREIT, Inc. shares in Q2 2019, an estimated $106K.
  • VEREIT, Inc. made up 0.17% of Planning Solutions Group's portfolio in Q2 2019, its #100 holding.
  • Planning Solutions Group first reported a position in VEREIT, Inc. in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's VEREIT, Inc. position peaked at $403K in Q1 2019.
  • 415 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.