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OneDigital Investment Advisors’s EPR Properties EPR Stock Holding History

OneDigital Investment 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
-25
Closed -$2K – 1158
2018
Q3 		$2K Buy
25
+1
+4% +$68 ﹤0.01% 984
2018
Q2 		$2K Hold
24
– – ﹤0.01% 1256
2018
Q1 		$1K Hold
24
– – ﹤0.01% 1285
2017
Q4 		$2K Buy
24
+1
+4% +$68 ﹤0.01% 1168
2017
Q3 		$2K Hold
23
– – ﹤0.01% 975
2017
Q2 		$2K Buy
+23
New +$1.68K ﹤0.01% 1151

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

OneDigital Investment Advisors's EPR Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of EPR Properties (EPR) in Q4 2018, closing a stake of 25 shares — an estimated $2K sold.

OneDigital Investment Advisors first reported a position in EPR in Q2 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 400 funds tracked by Wall St. Rank hold EPR as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining EPR Properties position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 25 EPR Properties shares in Q4 2018, an estimated $2K.
  • OneDigital Investment Advisors first reported a position in EPR Properties in Q2 2017 and held it in 6 quarters.
  • OneDigital Investment Advisors's EPR Properties position peaked at $2K in Q3 2018.
  • 400 funds tracked by Wall St. Rank held EPR Properties as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.