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Obermeyer Wealth Partners’s Essential Properties Realty Trust EPRT Stock Holding History

Obermeyer Wealth Partners’s Portfolio EPRT Stock Details EPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-20,000
Closed -$271K – 121
2018
Q2 		$271K Buy
+20,000
New +$272K 0.02% 94

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Obermeyer Wealth Partners's EPRT Position: Q3 2018 in Review

Obermeyer Wealth Partners sold out of Essential Properties Realty Trust (EPRT) in Q3 2018, closing a stake of 20,000 shares — an estimated $271K sold.

Obermeyer Wealth Partners first reported a position in EPRT in Q2 2018 and held it in 1 quarter. The position peaked at $271K in Q2 2018. 77 funds tracked by Wall St. Rank hold EPRT as of Q3 2018.

  • Obermeyer Wealth Partners reported no remaining Essential Properties Realty Trust position as of Q3 2018 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 20,000 Essential Properties Realty Trust shares in Q3 2018, an estimated $271K.
  • Obermeyer Wealth Partners first reported a position in Essential Properties Realty Trust in Q2 2018 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Essential Properties Realty Trust position peaked at $271K in Q2 2018.
  • 77 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q3 2018.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2018, filed 7 Nov 2018.