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National Planning Corporation’s EPR Properties EPR Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-5,847
Closed -$408K – 196
2017
Q3 		$408K Buy
+5,847
New +$412K 0.03% 418
2015
Q1 		– Sell
-1,315
Closed -$79.6K – 1053
2014
Q4 		$79.6K Buy
+1,315
New +$73K 0.01% 1020

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

National Planning Corporation's EPR Position: Q4 2017 in Review

National Planning Corporation sold out of EPR Properties (EPR) in Q4 2017, closing a stake of 5,847 shares — an estimated $408K sold.

National Planning Corporation first reported a position in EPR in Q4 2014 and held it in 2 quarters. The position peaked at $408K in Q3 2017. 353 funds tracked by Wall St. Rank hold EPR as of Q4 2017.

  • National Planning Corporation reported no remaining EPR Properties position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,847 EPR Properties shares in Q4 2017, an estimated $408K.
  • National Planning Corporation first reported a position in EPR Properties in Q4 2014 and held it in 2 quarters.
  • National Planning Corporation's EPR Properties position peaked at $408K in Q3 2017.
  • 353 funds tracked by Wall St. Rank held EPR Properties as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.