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Armbruster Capital Management’s EPR Properties EPR Stock Holding History

Armbruster Capital Management’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-97
Closed -$6K – 242
2017
Q4 		$6K Hold
97
– – ﹤0.01% 215
2017
Q3 		$7K Hold
97
– – ﹤0.01% 206
2017
Q2 		$7K Hold
97
– – ﹤0.01% 225
2017
Q1 		$7K Sell
97
-60
-38% -$4.43K ﹤0.01% 223
2016
Q4 		$11K Buy
157
+60
+62% +$4.29K 0.01% 211
2016
Q3 		$8K Hold
97
– – 0.01% 218
2016
Q2 		$8K Buy
+97
New +$6.82K 0.01% 220

Other funds holding EPR

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Armbruster Capital Management's EPR Position: Q1 2018 in Review

Armbruster Capital Management sold out of EPR Properties (EPR) in Q1 2018, closing a stake of 97 shares — an estimated $6K sold.

Armbruster Capital Management first reported a position in EPR in Q2 2016 and held it in 7 quarters. The position peaked at $11K in Q4 2016. 329 funds tracked by Wall St. Rank hold EPR as of Q1 2018.

  • Armbruster Capital Management reported no remaining EPR Properties position as of Q1 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 97 EPR Properties shares in Q1 2018, an estimated $6K.
  • Armbruster Capital Management first reported a position in EPR Properties in Q2 2016 and held it in 7 quarters.
  • Armbruster Capital Management's EPR Properties position peaked at $11K in Q4 2016.
  • 329 funds tracked by Wall St. Rank held EPR Properties as of Q1 2018.

Based on Armbruster Capital Management's 13F filing for Q1 2018, filed 18 Apr 2018.