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Financial Advisors Network’s EPR Properties EPR Stock Holding History

Financial Advisors Network’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
Q1 		– Sell
-362
Closed -$26.5K – 201
2016
Q4 		$26.5K Buy
+362
New +$25.9K 0.02% 171

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Financial Advisors Network's EPR Position: Q1 2017 in Review

Financial Advisors Network sold out of EPR Properties (EPR) in Q1 2017, closing a stake of 362 shares — an estimated $26.5K sold.

Financial Advisors Network first reported a position in EPR in Q4 2016 and held it in 1 quarter. The position peaked at $26.5K in Q4 2016. 296 funds tracked by Wall St. Rank hold EPR as of Q1 2017.

  • Financial Advisors Network reported no remaining EPR Properties position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 362 EPR Properties shares in Q1 2017, an estimated $26.5K.
  • Financial Advisors Network first reported a position in EPR Properties in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's EPR Properties position peaked at $26.5K in Q4 2016.
  • 296 funds tracked by Wall St. Rank held EPR Properties as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.