SWM
VER

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

Sanctuary 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
Q3 		– Sell
-2,809
Closed -$127K – 30
2019
Q2 		$127K Hold
2,809
– – 0.12% 27
2019
Q1 		$100K Hold
2,809
– – 0.1% 21
2018
Q4 		$100K Hold
2,809
– – 0.1% 21
2018
Q3 		$102K Hold
2,809
– – 0.09% 20
2018
Q2 		$105K Hold
2,809
– – 0.09% 20
2018
Q1 		$98K Hold
2,809
– – 0.08% 17
2017
Q4 		$109K Buy
+2,809
New +$113K 0.1% 18

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sanctuary Wealth Management's VER Position: Q3 2019 in Review

Sanctuary Wealth Management sold out of VEREIT, Inc. (VER) in Q3 2019, closing a stake of 2,809 shares — an estimated $127K sold.

Sanctuary Wealth Management first reported a position in VER in Q4 2017 and held it in 7 quarters. The position peaked at $127K in Q2 2019. 439 funds tracked by Wall St. Rank hold VER as of Q3 2019.

  • Sanctuary Wealth Management reported no remaining VEREIT, Inc. position as of Q3 2019 after selling out during the quarter.
  • Sanctuary Wealth Management sold 2,809 VEREIT, Inc. shares in Q3 2019, an estimated $127K.
  • Sanctuary Wealth Management first reported a position in VEREIT, Inc. in Q4 2017 and held it in 7 quarters.
  • Sanctuary Wealth Management's VEREIT, Inc. position peaked at $127K in Q2 2019.
  • 439 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2019.

Based on Sanctuary Wealth Management's 13F filing for Q3 2019, filed 22 Oct 2019.