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Gupta Wealth Management’s EPR Properties EPR Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-245
Closed -$14K – 1180
2015
Q4 		$14K Hold
245
– – ﹤0.01% 792
2015
Q3 		$13K Buy
245
+10
+4% +$541 ﹤0.01% 841
2015
Q2 		$13K Hold
235
– – ﹤0.01% 839
2015
Q1 		$14K Buy
+235
New +$14.4K ﹤0.01% 684

Other funds holding EPR

Vanguard Group
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Gupta Wealth Management's EPR Position: Q1 2016 in Review

Gupta Wealth Management sold out of EPR Properties (EPR) in Q1 2016, closing a stake of 245 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in EPR in Q1 2015 and held it in 4 quarters. The position peaked at $14K in Q4 2015. 281 funds tracked by Wall St. Rank hold EPR as of Q1 2016.

  • Gupta Wealth Management reported no remaining EPR Properties position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 245 EPR Properties shares in Q1 2016, an estimated $14K.
  • Gupta Wealth Management first reported a position in EPR Properties in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's EPR Properties position peaked at $14K in Q4 2015.
  • 281 funds tracked by Wall St. Rank held EPR Properties as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.