SSG
VER

Summit Securities Group’s VEREIT, Inc. VER Stock Holding History

Summit Securities 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
Q3 		– Sell
-2,760
Closed -$124K – 450
2019
Q2 		$124K Buy
+2,760
New +$119K 0.01% 308
2016
Q1 		– Sell
-4,580
Closed -$181K – 358
2015
Q4 		$181K Buy
4,580
+4,360
+1,982% +$179K 0.06% 202
2015
Q3 		$8K Buy
+220
New +$9.19K 0.01% 270
2015
Q1 		– Sell
-1,200
Closed -$54K – 693
2014
Q4 		$54K Sell
1,200
-8,900
-88% -$436K 0.02% 318
2014
Q3 		$609K Buy
10,100
+7,260
+256% +$467K 0.18% 92
2014
Q2 		$178K Buy
2,840
+2,221
+359% +$143K 0.06% 174
2014
Q1 		$43K Buy
+619
New +$43.1K 0.03% 191

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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Securities Group's VER Position: Q3 2019 in Review

Summit Securities Group sold out of VEREIT, Inc. (VER) in Q3 2019, closing a stake of 2,760 shares — an estimated $124K sold.

Summit Securities Group first reported a position in VER in Q1 2014 and held it in 7 quarters. The position peaked at $609K in Q3 2014. 439 funds tracked by Wall St. Rank hold VER as of Q3 2019.

  • Summit Securities Group reported no remaining VEREIT, Inc. position as of Q3 2019 after selling out during the quarter.
  • Summit Securities Group sold 2,760 VEREIT, Inc. shares in Q3 2019, an estimated $124K.
  • Summit Securities Group first reported a position in VEREIT, Inc. in Q1 2014 and held it in 7 quarters.
  • Summit Securities Group's VEREIT, Inc. position peaked at $609K in Q3 2014.
  • 439 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2019.

Based on Summit Securities Group's 13F filing for Q3 2019, filed 18 Oct 2019.