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Gideon Capital Advisors’s EPR Properties EPR Stock Holding History

Gideon Capital 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
Q4 		– Sell
-4,922
Closed -$378K – 303
2019
Q3 		$378K Buy
+4,922
New +$375K 0.12% 204
2018
Q3 		– Sell
-4,843
Closed -$314K – 389
2018
Q2 		$314K Buy
+4,843
New +$287K 0.16% 245
2017
Q3 		– Sell
-3,274
Closed -$235K – 303
2017
Q2 		$235K Buy
+3,274
New +$239K 0.26% 191

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gideon Capital Advisors's EPR Position: Q4 2019 in Review

Gideon Capital Advisors sold out of EPR Properties (EPR) in Q4 2019, closing a stake of 4,922 shares — an estimated $378K sold.

Gideon Capital Advisors first reported a position in EPR in Q2 2017 and held it in 3 quarters. The position peaked at $378K in Q3 2019. 425 funds tracked by Wall St. Rank hold EPR as of Q4 2019.

  • Gideon Capital Advisors reported no remaining EPR Properties position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 4,922 EPR Properties shares in Q4 2019, an estimated $378K.
  • Gideon Capital Advisors first reported a position in EPR Properties in Q2 2017 and held it in 3 quarters.
  • Gideon Capital Advisors's EPR Properties position peaked at $378K in Q3 2019.
  • 425 funds tracked by Wall St. Rank held EPR Properties as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.