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Mark Sheptoff Financial Planning’s EPR Properties EPR Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-180
Closed -$6K – 341
2020
Q2 		$6K Hold
180
– – ﹤0.01% 288
2020
Q1 		$4K Hold
180
– – ﹤0.01% 280
2019
Q4 		$13K Hold
180
– – 0.01% 261
2019
Q3 		$14K Buy
+180
New +$13.7K 0.01% 243

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's EPR Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of EPR Properties (EPR) in Q3 2020, closing a stake of 180 shares — an estimated $6K sold.

Mark Sheptoff Financial Planning first reported a position in EPR in Q3 2019 and held it in 4 quarters. The position peaked at $14K in Q3 2019. 298 funds tracked by Wall St. Rank hold EPR as of Q3 2020.

  • Mark Sheptoff Financial Planning reported no remaining EPR Properties position as of Q3 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 180 EPR Properties shares in Q3 2020, an estimated $6K.
  • Mark Sheptoff Financial Planning first reported a position in EPR Properties in Q3 2019 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's EPR Properties position peaked at $14K in Q3 2019.
  • 298 funds tracked by Wall St. Rank held EPR Properties as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.