WA
VER

WFG Advisors’s VEREIT, Inc. VER Stock Holding History

WFG 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
2017
Q2 		$1.88M Buy
46,073
+8,032
+21% +$332K 0.42% 57
2017
Q1 		$1.61M Sell
38,041
-2,022
-5% -$87.2K 0.43% 57
2016
Q4 		$1.7M Buy
40,063
+3,432
+9% +$152K 0.41% 56
2016
Q3 		$1.9M Buy
36,631
+817
+2% +$42.5K 0.47% 48
2016
Q2 		$1.82M Buy
35,814
+1,864
+5% +$87.8K 0.48% 44
2016
Q1 		$1.51M Buy
33,950
+1,437
+4% +$57K 0.44% 51
2015
Q4 		$1.29M Buy
32,513
+817
+3% +$33.5K 0.38% 57
2015
Q3 		$1.22M Buy
+31,696
New +$1.32M 0.38% 57
2015
Q2 		– Sell
-27,670
Closed -$1.36M – 1843
2015
Q1 		$1.36M Sell
27,670
-6,353
-19% -$304K 0.38% 48
2014
Q4 		$1.54M Buy
34,023
+5,649
+20% +$277K 0.31% 66
2014
Q3 		$1.71M Sell
28,374
-1,756
-6% -$113K 0.33% 59
2014
Q2 		$1.89M Buy
30,130
+7,440
+33% +$478K 0.35% 60
2014
Q1 		$1.59M Buy
22,690
+14,587
+180% +$1.02M 0.32% 57
2013
Q4 		$521K Buy
8,103
+218
+3% +$14.1K 0.07% 304
2013
Q3 		$481K Sell
7,885
-4,215
-35% -$287K 0.07% 287
2013
Q2 		$923K Buy
+12,100
New +$964K 0.15% 163

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

WFG Advisors's VER Position: Q2 2017 in Review

WFG Advisors increased its VEREIT, Inc. (VER) stake by 21% in Q2 2017, buying an estimated $332K and bringing the position to 46,073 shares worth $1.88M. The position accounts for 0.42% of the portfolio, ranked #57.

WFG Advisors first reported a position in VER in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.9M in Q3 2016. 382 funds tracked by Wall St. Rank hold VER as of Q2 2017.

  • WFG Advisors held 46,073 shares of VEREIT, Inc. worth $1.88M as of Q2 2017.
  • WFG Advisors bought 8,032 VEREIT, Inc. shares in Q2 2017, an estimated $332K.
  • VEREIT, Inc. made up 0.42% of WFG Advisors's portfolio in Q2 2017, its #57 holding.
  • WFG Advisors first reported a position in VEREIT, Inc. in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's VEREIT, Inc. position peaked at $1.9M in Q3 2016.
  • 382 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.