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Choate Investment Advisors’s EPR Properties EPR Stock Holding History

Choate Investment Advisors’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
Q3 		– Sell
-3,726
Closed -$268K – 247
2017
Q2 		$268K Hold
3,726
– – 0.02% 214
2017
Q1 		$274K Sell
3,726
-856
-19% -$63.2K 0.02% 217
2016
Q4 		$329K Buy
+4,582
New +$327K 0.02% 191
2016
Q3 		– Sell
-4,714
Closed -$380K – 239
2016
Q2 		$380K Sell
4,714
-92
-2% -$6.47K 0.03% 167
2016
Q1 		$320K Sell
4,806
-502
-9% -$30.6K 0.02% 191
2015
Q4 		$306K Buy
5,308
+296
+6% +$16.5K 0.02% 214
2015
Q3 		$258K Buy
5,012
+762
+18% +$41.3K 0.02% 213
2015
Q2 		$233K Sell
4,250
-62
-1% -$3.6K 0.01% 226
2015
Q1 		$264K Sell
4,312
-996
-19% -$61.1K 0.02% 224
2014
Q4 		$306K Buy
5,308
+358
+7% +$19.9K 0.02% 216
2014
Q3 		$251K Sell
4,950
-721
-13% -$39.9K 0.02% 229
2014
Q2 		$313K Sell
5,671
-424
-7% -$23K 0.02% 220
2014
Q1 		$325K Sell
6,095
-1,027
-14% -$53K 0.02% 221
2013
Q4 		$350K Sell
7,122
-1,493
-17% -$74.8K 0.02% 212
2013
Q3 		$420K Sell
8,615
-432
-5% -$21.8K 0.03% 179
2013
Q2 		$455K Buy
+9,047
New +$491K 0.04% 174

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
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