Optimum Investment Advisors’s EPR Properties EPR Stock Holding History

Optimum 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
2015 Q1	$60K	Buy	+1,000	New	+$61.4K	0.02%	474

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's EPR Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in EPR Properties (EPR) in Q1 2015: 1,000 shares worth $60K. The stake represents 0.02% of the portfolio and ranks #474 among its holdings.

247 funds tracked by Wall St. Rank hold EPR as of Q1 2015.

Optimum Investment Advisors held 1,000 shares of EPR Properties worth $60K as of Q1 2015.
EPR Properties was a new Optimum Investment Advisors position in Q1 2015.
EPR Properties made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #474 holding.
247 funds tracked by Wall St. Rank held EPR Properties as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.