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Aveo Capital Partners’s EPR Properties EPR Stock Holding History

Aveo Capital Partners’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
2017
Q1 		– Sell
-4,091
Closed -$294K – 158
2016
Q4 		$294K Buy
+4,091
New +$292K 0.08% 154

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State Street
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Bank of America
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WCM
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Neuberger Berman Group
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Aveo Capital Partners's EPR Position: Q1 2017 in Review

Aveo Capital Partners sold out of EPR Properties (EPR) in Q1 2017, closing a stake of 4,091 shares — an estimated $294K sold.

Aveo Capital Partners first reported a position in EPR in Q4 2016 and held it in 1 quarter. The position peaked at $294K in Q4 2016. 296 funds tracked by Wall St. Rank hold EPR as of Q1 2017.

  • Aveo Capital Partners reported no remaining EPR Properties position as of Q1 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 4,091 EPR Properties shares in Q1 2017, an estimated $294K.
  • Aveo Capital Partners first reported a position in EPR Properties in Q4 2016 and held it in 1 quarter.
  • Aveo Capital Partners's EPR Properties position peaked at $294K in Q4 2016.
  • 296 funds tracked by Wall St. Rank held EPR Properties as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.