Laurel Wealth Advisors (North Carolina)’s EPR Properties EPR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	–	Sell	-136	Closed	-$3K	–	520
2020 Q1	$3K	Hold	136	–	–	﹤0.01%	442
2019 Q4	$10K	Hold	136	–	–	﹤0.01%	395
2019 Q3	$10K	Hold	136	–	–	﹤0.01%	385
2019 Q2	$10K	Hold	136	–	–	﹤0.01%	376
2019 Q1	$10K	Hold	136	–	–	﹤0.01%	367
2018 Q4	$9K	Buy	+136	New	+$9.36K	﹤0.01%	363

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

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

WCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EPR Position: Q2 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of EPR Properties (EPR) in Q2 2020, closing a stake of 136 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EPR in Q4 2018 and held it in 6 quarters. The position peaked at $10K in Q4 2019. 315 funds tracked by Wall St. Rank hold EPR as of Q2 2020.

Laurel Wealth Advisors (North Carolina) reported no remaining EPR Properties position as of Q2 2020 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 136 EPR Properties shares in Q2 2020, an estimated $3K.
Laurel Wealth Advisors (North Carolina) first reported a position in EPR Properties in Q4 2018 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s EPR Properties position peaked at $10K in Q4 2019.
315 funds tracked by Wall St. Rank held EPR Properties as of Q2 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2020, filed 6 Aug 2020.