WP
VER.PRF

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

KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $535M AUM 19.4% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

WealthPLAN Partners's VER.PRF Position: Q3 2016 in Review

WealthPLAN Partners sold out of VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock (VER.PRF) in Q3 2016, closing a stake of 10,167 shares — an estimated $263K sold.

WealthPLAN Partners first reported a position in VER.PRF in Q2 2016 and held it in 1 quarter. The position peaked at $263K in Q2 2016. 6 funds tracked by Wall St. Rank hold VER.PRF as of Q3 2016.

  • WealthPLAN Partners reported no remaining VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 10,167 VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock shares in Q3 2016, an estimated $263K.
  • WealthPLAN Partners first reported a position in VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock position peaked at $263K in Q2 2016.
  • 6 funds tracked by Wall St. Rank held VEREIT, Inc. 6.70% Series F Cumulative Redeemable Preferred Stock as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.