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ERTS Wealth Advisors’s EPR Properties EPR Stock Holding History

ERTS Wealth 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
2019
Q1 		– Sell
-690
Closed -$44K – 155
2018
Q4 		$44K Buy
+690
New +$47.5K 0.03% 160

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ERTS Wealth Advisors's EPR Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of EPR Properties (EPR) in Q1 2019, closing a stake of 690 shares — an estimated $44K sold.

ERTS Wealth Advisors first reported a position in EPR in Q4 2018 and held it in 1 quarter. The position peaked at $44K in Q4 2018. 410 funds tracked by Wall St. Rank hold EPR as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining EPR Properties position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 690 EPR Properties shares in Q1 2019, an estimated $44K.
  • ERTS Wealth Advisors first reported a position in EPR Properties in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's EPR Properties position peaked at $44K in Q4 2018.
  • 410 funds tracked by Wall St. Rank held EPR Properties as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.