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Boston Private Bank & Trust’s EPR Properties EPR Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		– Sell
-300
Closed -$17K – 1083
2014
Q4 		$17K Buy
+300
New +$16.7K ﹤0.01% 777

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Private Bank & Trust's EPR Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of EPR Properties (EPR) in Q1 2015, closing a stake of 300 shares — an estimated $17K sold.

Boston Private Bank & Trust first reported a position in EPR in Q4 2014 and held it in 1 quarter. The position peaked at $17K in Q4 2014. 248 funds tracked by Wall St. Rank hold EPR as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining EPR Properties position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 300 EPR Properties shares in Q1 2015, an estimated $17K.
  • Boston Private Bank & Trust first reported a position in EPR Properties in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's EPR Properties position peaked at $17K in Q4 2014.
  • 248 funds tracked by Wall St. Rank held EPR Properties as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.