Pinnacle Financial Partners (Tennessee)’s EPR Properties EPR Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2020 Q1	–	Sell	-5,069	Closed	-$358K	–	450
2019 Q4	$358K	Hold	5,069	–	–	0.02%	291
2019 Q3	$390K	Sell	5,069 -283	-5%	-$21.5K	0.03%	261
2019 Q2	$399K	Buy	5,352 +283	+6%	+$22.1K	0.03%	260
2019 Q1	$390K	Hold	5,069	–	–	0.03%	255
2018 Q4	$325K	Hold	5,069	–	–	0.03%	259
2018 Q3	$347K	Hold	5,069	–	–	0.03%	262
2018 Q2	$328K	Hold	5,069	–	–	0.03%	253
2018 Q1	$281K	Hold	5,069	–	–	0.03%	270
2017 Q4	$332K	Hold	5,069	–	–	0.04%	243
2017 Q3	$354K	Hold	5,069	–	–	0.05%	217
2017 Q2	$364K	Hold	5,069	–	–	0.05%	220
2017 Q1	$373K	Hold	5,069	–	–	0.07%	192
2016 Q4	$364K	Sell	5,069 -2,541	-33%	-$182K	0.08%	189
2016 Q3	$617K	Hold	7,610	–	–	0.14%	156
2016 Q2	$617K	Sell	7,610 -690	-8%	-$48.5K	0.14%	151
2016 Q1	$553K	Hold	8,300	–	–	0.14%	151
2015 Q4	$485K	Buy	+8,300	New	+$463K	0.15%	153

Other funds holding EPR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s EPR Position: Q1 2020 in Review

Pinnacle Financial Partners (Tennessee) sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 5,069 shares — an estimated $358K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in EPR in Q4 2015 and held it in 17 quarters. The position peaked at $617K in Q3 2016. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

Pinnacle Financial Partners (Tennessee) reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 5,069 EPR Properties shares in Q1 2020, an estimated $358K.
Pinnacle Financial Partners (Tennessee) first reported a position in EPR Properties in Q4 2015 and held it in 17 quarters.
Pinnacle Financial Partners (Tennessee)'s EPR Properties position peaked at $617K in Q3 2016.
335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2020, filed 16 Apr 2020.