Bridgeworth’s EPR Properties EPR Stock Holding History

Bridgeworth’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 Q3	–	Sell	-46	Closed	-$2K	–	253
2018 Q2	$2K	Buy	+46	New	+$2.72K	﹤0.01%	566

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bridgeworth's EPR Position: Q3 2018 in Review

Bridgeworth sold out of EPR Properties (EPR) in Q3 2018, closing a stake of 46 shares — an estimated $2K sold.

Bridgeworth first reported a position in EPR in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 364 funds tracked by Wall St. Rank hold EPR as of Q3 2018.

Bridgeworth reported no remaining EPR Properties position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 46 EPR Properties shares in Q3 2018, an estimated $2K.
Bridgeworth first reported a position in EPR Properties in Q2 2018 and held it in 1 quarter.
Bridgeworth's EPR Properties position peaked at $2K in Q2 2018.
364 funds tracked by Wall St. Rank held EPR Properties as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.