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Legacy Financial Advisors’s EPR Properties EPR Stock Holding History

Legacy Financial 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
Q2 		– Sell
-123
Closed -$9K – 352
2019
Q1 		$9K Hold
123
– – ﹤0.01% 632
2018
Q4 		$8K Hold
123
– – ﹤0.01% 617
2018
Q3 		$8K Hold
123
– – ﹤0.01% 576
2018
Q2 		$8K Buy
123
+14
+13% +$829 ﹤0.01% 586
2018
Q1 		$5K Sell
109
-18
-14% -$1.04K ﹤0.01% 627
2017
Q4 		$8K Buy
+127
New +$8.68K ﹤0.01% 528

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Legacy Financial Advisors's EPR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of EPR Properties (EPR) in Q2 2019, closing a stake of 123 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in EPR in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q1 2019. 416 funds tracked by Wall St. Rank hold EPR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining EPR Properties position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 123 EPR Properties shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in EPR Properties in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's EPR Properties position peaked at $9K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held EPR Properties as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.