KJWM
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Kiley Juergens Wealth Management’s EPR Properties EPR Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-31
Closed -$2K – 221
2018
Q3 		$2K Sell
31
-106
-77% -$7.2K ﹤0.01% 574
2018
Q2 		$8K Buy
+137
New +$8.11K 0.01% 445
2018
Q1 		– Sell
-78
Closed -$5K – 241
2017
Q4 		$5K Buy
+78
New +$5.33K ﹤0.01% 547

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
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
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

Kiley Juergens Wealth Management's EPR Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of EPR Properties (EPR) in Q4 2018, closing a stake of 31 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in EPR in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 400 funds tracked by Wall St. Rank hold EPR as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining EPR Properties position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 31 EPR Properties shares in Q4 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in EPR Properties in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's EPR Properties position peaked at $8K in Q2 2018.
  • 400 funds tracked by Wall St. Rank held EPR Properties as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.