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WAS
VER
Winch Advisory Services’s
VEREIT, Inc.
VER
Stock Holding History
Winch Advisory Services’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
2019
Q3
–
Sell
-27
Closed
-$1K
–
451
2019
Q2
$1K
Sell
27
-20
-43%
-$865
﹤0.01%
429
2019
Q1
$2K
Buy
47
+1
+2%
+$40
﹤0.01%
336
2018
Q4
$2K
Buy
46
+1
+2%
+$37
﹤0.01%
309
2018
Q3
$2K
Buy
45
+1
+2%
+$38
﹤0.01%
297
2018
Q2
$2K
Buy
44
+1
+2%
+$35
﹤0.01%
299
2018
Q1
$2K
Buy
43
+1
+2%
+$35
﹤0.01%
277
2017
Q4
$2K
Hold
42
–
–
﹤0.01%
273
2017
Q3
$2K
Buy
42
+20
+91%
+$843
﹤0.01%
263
2017
Q2
$1K
Buy
22
+1
+5%
+$41
﹤0.01%
292
2017
Q1
$1K
Hold
21
–
–
﹤0.01%
277
2016
Q4
$1K
Hold
21
–
–
﹤0.01%
254
2016
Q3
$1K
Hold
21
–
–
﹤0.01%
259
2016
Q2
$1K
Hold
21
–
–
﹤0.01%
254
2016
Q1
$1K
Hold
21
–
–
﹤0.01%
229
2015
Q4
$1K
Buy
21
+1
+5%
+$41
﹤0.01%
245
2015
Q3
$1K
Hold
20
–
–
﹤0.01%
225
2015
Q2
$1K
Hold
20
–
–
﹤0.01%
274
2015
Q1
$1K
Buy
+20
New
+$957
﹤0.01%
301
2014
Q4
–
Sell
-20
Closed
-$1K
–
197
2014
Q3
$1K
Buy
+20
New
+$1.29K
﹤0.01%
218
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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