BTIS
EPR icon

BB&T Investment Services’s EPR Properties EPR Stock Holding History

BB&T Investment Services’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
Q4 		$18K Hold
270
– – ﹤0.01% 832
2017
Q3 		$19K Hold
270
– – ﹤0.01% 731
2017
Q2 		$19K Hold
270
– – ﹤0.01% 669
2017
Q1 		$20K Hold
270
– – 0.01% 562
2016
Q4 		$19K Buy
+270
New +$19.3K 0.01% 431

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BB&T Investment Services's EPR Position: Q4 2017 in Review

BB&T Investment Services held its EPR Properties (EPR) position steady in Q4 2017 at 270 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

BB&T Investment Services first reported a position in EPR in Q4 2016 and has held it in 5 quarters since. The position peaked at $20K in Q1 2017. 353 funds tracked by Wall St. Rank hold EPR as of Q4 2017.

  • BB&T Investment Services held 270 shares of EPR Properties worth $18K as of Q4 2017.
  • BB&T Investment Services left its EPR Properties share count unchanged in Q4 2017.
  • EPR Properties made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #832 holding.
  • BB&T Investment Services first reported a position in EPR Properties in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's EPR Properties position peaked at $20K in Q1 2017.
  • 353 funds tracked by Wall St. Rank held EPR Properties as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.