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JOYN Advisors’s EPR Properties EPR Stock Holding History

JOYN 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
Q1 		– Sell
-331
Closed -$21K – 503
2018
Q4 		$21K Buy
331
+25
+8% +$1.72K ﹤0.01% 640
2018
Q3 		$21K Buy
306
+17
+6% +$1.16K ﹤0.01% 665
2018
Q2 		$19K Buy
289
+204
+240% +$12.1K ﹤0.01% 694
2018
Q1 		$5K Buy
+85
New +$4.92K ﹤0.01% 852

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JOYN Advisors's EPR Position: Q1 2019 in Review

JOYN Advisors sold out of EPR Properties (EPR) in Q1 2019, closing a stake of 331 shares — an estimated $21K sold.

JOYN Advisors first reported a position in EPR in Q1 2018 and held it in 4 quarters. The position peaked at $21K in Q4 2018. 410 funds tracked by Wall St. Rank hold EPR as of Q1 2019.

  • JOYN Advisors reported no remaining EPR Properties position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 331 EPR Properties shares in Q1 2019, an estimated $21K.
  • JOYN Advisors first reported a position in EPR Properties in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's EPR Properties position peaked at $21K in Q4 2018.
  • 410 funds tracked by Wall St. Rank held EPR Properties as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.