UCFA
VER

United Capital Financial Advisors’s VEREIT, Inc. VER Stock Holding History

United Capital Financial 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
2014
Q4 		– Sell
-13,437
Closed -$810K – 1201
2014
Q3 		$810K Sell
13,437
-1,262
-9% -$81.1K 0.01% 660
2014
Q2 		$921K Buy
14,699
+824
+6% +$53K 0.02% 577
2014
Q1 		$973K Buy
13,875
+6,167
+80% +$429K 0.02% 500
2013
Q4 		$495K Buy
7,708
+250
+3% +$16.2K 0.02% 438
2013
Q3 		$455K Sell
7,458
-2,576
-26% -$175K 0.01% 462
2013
Q2 		$766K Buy
+10,034
New +$800K 0.02% 443

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TS
Twin Securities New York $206M AUM 77.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

United Capital Financial Advisors's VER Position: Q4 2014 in Review

United Capital Financial Advisors sold out of VEREIT, Inc. (VER) in Q4 2014, closing a stake of 13,437 shares — an estimated $810K sold.

United Capital Financial Advisors first reported a position in VER in Q2 2013 and held it in 6 quarters. The position peaked at $973K in Q1 2014. 355 funds tracked by Wall St. Rank hold VER as of Q4 2014.

  • United Capital Financial Advisors reported no remaining VEREIT, Inc. position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,437 VEREIT, Inc. shares in Q4 2014, an estimated $810K.
  • United Capital Financial Advisors first reported a position in VEREIT, Inc. in Q2 2013 and held it in 6 quarters.
  • United Capital Financial Advisors's VEREIT, Inc. position peaked at $973K in Q1 2014.
  • 355 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.