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McKinley Carter Wealth Services’s EPR Properties EPR Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-2,168
Closed -$120K – 234
2018
Q1 		$120K Buy
+2,168
New +$126K 0.04% 202

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

McKinley Carter Wealth Services's EPR Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of EPR Properties (EPR) in Q2 2018, closing a stake of 2,168 shares — an estimated $120K sold.

McKinley Carter Wealth Services first reported a position in EPR in Q1 2018 and held it in 1 quarter. The position peaked at $120K in Q1 2018. 348 funds tracked by Wall St. Rank hold EPR as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining EPR Properties position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,168 EPR Properties shares in Q2 2018, an estimated $120K.
  • McKinley Carter Wealth Services first reported a position in EPR Properties in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's EPR Properties position peaked at $120K in Q1 2018.
  • 348 funds tracked by Wall St. Rank held EPR Properties as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.