RIA
VER

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

Regal 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
2016
Q3 		– Sell
-2,097
Closed -$106K – 266
2016
Q2 		$106K Buy
+2,097
New +$98.8K 0.03% 241
2016
Q1 		– Sell
-2,798
Closed -$110K – 292
2015
Q4 		$110K Sell
2,798
-68
-2% -$2.79K 0.03% 259
2015
Q3 		$110K Sell
2,866
-7,289
-72% -$304K 0.03% 330
2015
Q2 		$412K Buy
10,155
+5,821
+134% +$263K 0.11% 168
2015
Q1 		$213K Sell
4,334
-959
-18% -$45.9K 0.05% 245
2014
Q4 		$240K Sell
5,293
-8,528
-62% -$418K 0.06% 201
2014
Q3 		$833K Sell
13,821
-993
-7% -$63.8K 0.25% 107
2014
Q2 		$928K Buy
14,814
+2,550
+21% +$164K 0.33% 86
2014
Q1 		$860K Buy
12,264
+4,683
+62% +$326K 0.36% 85
2013
Q4 		$487K Buy
7,581
+933
+14% +$60.4K 0.28% 104
2013
Q3 		$406K Sell
6,648
-2,793
-30% -$190K 0.24% 118
2013
Q2 		$720K Buy
+9,441
New +$752K 0.4% 85

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Regal Investment Advisors's VER Position: Q3 2016 in Review

Regal Investment Advisors sold out of VEREIT, Inc. (VER) in Q3 2016, closing a stake of 2,097 shares — an estimated $106K sold.

Regal Investment Advisors first reported a position in VER in Q2 2013 and held it in 12 quarters. The position peaked at $928K in Q2 2014. 369 funds tracked by Wall St. Rank hold VER as of Q3 2016.

  • Regal Investment Advisors reported no remaining VEREIT, Inc. position as of Q3 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 2,097 VEREIT, Inc. shares in Q3 2016, an estimated $106K.
  • Regal Investment Advisors first reported a position in VEREIT, Inc. in Q2 2013 and held it in 12 quarters.
  • Regal Investment Advisors's VEREIT, Inc. position peaked at $928K in Q2 2014.
  • 369 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2016.

Based on Regal Investment Advisors's 13F filing for Q3 2016, filed 27 Oct 2016.