LWA
EPR icon

Lowe Wealth Advisors’s EPR Properties EPR Stock Holding History

Lowe Wealth 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
2018
Q4 		– Sell
-56
Closed -$4K – 269
2018
Q3 		$4K Buy
+56
New +$3.81K ﹤0.01% 203

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

Lowe Wealth Advisors's EPR Position: Q4 2018 in Review

Lowe Wealth Advisors sold out of EPR Properties (EPR) in Q4 2018, closing a stake of 56 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in EPR in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 400 funds tracked by Wall St. Rank hold EPR as of Q4 2018.

  • Lowe Wealth Advisors reported no remaining EPR Properties position as of Q4 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 56 EPR Properties shares in Q4 2018, an estimated $4K.
  • Lowe Wealth Advisors first reported a position in EPR Properties in Q3 2018 and held it in 1 quarter.
  • Lowe Wealth Advisors's EPR Properties position peaked at $4K in Q3 2018.
  • 400 funds tracked by Wall St. Rank held EPR Properties as of Q4 2018.

Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.