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IAG Wealth Partners’s EPR Properties EPR Stock Holding History

IAG Wealth Partners’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
2020
Q3 		– Sell
-4
Closed -$1K – 384
2020
Q2 		$1K Hold
4
– – ﹤0.01% 390
2020
Q1 		$1K Hold
4
– – ﹤0.01% 379
2019
Q4 		$1K Buy
+4
New +$295 ﹤0.01% 413

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAG Wealth Partners's EPR Position: Q3 2020 in Review

IAG Wealth Partners sold out of EPR Properties (EPR) in Q3 2020, closing a stake of 4 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in EPR in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 298 funds tracked by Wall St. Rank hold EPR as of Q3 2020.

  • IAG Wealth Partners reported no remaining EPR Properties position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 4 EPR Properties shares in Q3 2020, an estimated $1K.
  • IAG Wealth Partners first reported a position in EPR Properties in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's EPR Properties position peaked at $1K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held EPR Properties as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.