PRW Wealth Management’s VEREIT, Inc. VER Stock Holding History

PRW Wealth Management’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	–	Sell	-160	Closed	-$7K	–	764
2019 Q1	$7K	Hold	160	–	–	0.01%	339
2018 Q4	$6K	Buy	+160	New	+$5.94K	0.01%	361

Other funds holding VER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PRW Wealth Management's VER Position: Q2 2019 in Review

PRW Wealth Management sold out of VEREIT, Inc. (VER) in Q2 2019, closing a stake of 160 shares — an estimated $7K sold.

PRW Wealth Management first reported a position in VER in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 416 funds tracked by Wall St. Rank hold VER as of Q2 2019.

PRW Wealth Management reported no remaining VEREIT, Inc. position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 160 VEREIT, Inc. shares in Q2 2019, an estimated $7K.
PRW Wealth Management first reported a position in VEREIT, Inc. in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's VEREIT, Inc. position peaked at $7K in Q1 2019.
416 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.