HWG Holdings’s EPR Properties EPR Stock Holding History

HWG Holdings’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
2018 Q1	–	Sell	-59	Closed	-$4K	–	93
2017 Q4	$4K	Hold	59	–	–	﹤0.01%	89
2017 Q3	$4K	Sell	59 -32	-35%	-$2.25K	﹤0.01%	90
2017 Q2	$7K	Buy	+91	New	+$6.63K	0.01%	77

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWG Holdings's EPR Position: Q1 2018 in Review

HWG Holdings sold out of EPR Properties (EPR) in Q1 2018, closing a stake of 59 shares — an estimated $4K sold.

HWG Holdings first reported a position in EPR in Q2 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2017. 329 funds tracked by Wall St. Rank hold EPR as of Q1 2018.

HWG Holdings reported no remaining EPR Properties position as of Q1 2018 after selling out during the quarter.
HWG Holdings sold 59 EPR Properties shares in Q1 2018, an estimated $4K.
HWG Holdings first reported a position in EPR Properties in Q2 2017 and held it in 3 quarters.
HWG Holdings's EPR Properties position peaked at $7K in Q2 2017.
329 funds tracked by Wall St. Rank held EPR Properties as of Q1 2018.

Based on HWG Holdings's 13F filing for Q1 2018, filed 27 Apr 2018.