Welch & Forbes’s VEREIT, Inc. VER Stock Holding History

Welch & Forbes’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	-4,858	Closed	-$293K	–	355
2014 Q3	$293K	Buy	+4,858	New	+$312K	0.01%	299

Other funds holding VER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Welch & Forbes's VER Position: Q4 2014 in Review

Welch & Forbes sold out of VEREIT, Inc. (VER) in Q4 2014, closing a stake of 4,858 shares — an estimated $293K sold.

Welch & Forbes first reported a position in VER in Q3 2014 and held it in 1 quarter. The position peaked at $293K in Q3 2014. 355 funds tracked by Wall St. Rank hold VER as of Q4 2014.

Welch & Forbes reported no remaining VEREIT, Inc. position as of Q4 2014 after selling out during the quarter.
Welch & Forbes sold 4,858 VEREIT, Inc. shares in Q4 2014, an estimated $293K.
Welch & Forbes first reported a position in VEREIT, Inc. in Q3 2014 and held it in 1 quarter.
Welch & Forbes's VEREIT, Inc. position peaked at $293K in Q3 2014.
355 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2014.

Based on Welch & Forbes's 13F filing for Q4 2014, filed 27 Jan 2015.