FineMark National Bank & Trust’s EPR Properties EPR Stock Holding History

FineMark National 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 Q4	–	Sell	-30	Closed	-$2K	–	1390
2015 Q3	$2K	Buy	+30	New	+$1.62K	﹤0.01%	1242

Other funds holding EPR

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FineMark National Bank & Trust's EPR Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of EPR Properties (EPR) in Q4 2015, closing a stake of 30 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in EPR in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 266 funds tracked by Wall St. Rank hold EPR as of Q4 2015.

FineMark National Bank & Trust reported no remaining EPR Properties position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 30 EPR Properties shares in Q4 2015, an estimated $2K.
FineMark National Bank & Trust first reported a position in EPR Properties in Q3 2015 and held it in 1 quarter.
FineMark National Bank & Trust's EPR Properties position peaked at $2K in Q3 2015.
266 funds tracked by Wall St. Rank held EPR Properties as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.