WealthPLAN Partners’s VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock VER.PRF Stock Holding History

WealthPLAN Partners’s Portfolio VER.PRF Stock Details VER.PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-10,167	Closed	-$263K	–	1094
2016 Q2	$263K	Buy	+10,167	New	+$262K	0.03%	314

Other funds holding VER.PRF

Keel Point Huntsville, Alabama $1.49B AUM 20.06% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return