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Plante Moran Financial Advisors’s EPR Properties EPR Stock Holding History

Plante Moran Financial 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
2017
Q4 		– Sell
-164
Closed -$11K – 885
2017
Q3 		$11K Buy
+164
New +$11.6K 0.01% 525
2017
Q1 		– Sell
-62
Closed -$4K – 913
2016
Q4 		$4K Hold
62
– – ﹤0.01% 749
2016
Q3 		$5K Sell
62
-11
-15% -$879 ﹤0.01% 686
2016
Q2 		$6K Hold
73
– – ﹤0.01% 597
2016
Q1 		$5K Sell
73
-87
-54% -$5.3K ﹤0.01% 578
2015
Q4 		$9K Buy
+160
New +$8.93K 0.01% 592

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 $63.2B AUM 17.15% 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 $672B AUM 33.48% 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 $1.55T AUM 33.47% 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

Plante Moran Financial Advisors's EPR Position: Q4 2017 in Review

Plante Moran Financial Advisors sold out of EPR Properties (EPR) in Q4 2017, closing a stake of 164 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in EPR in Q4 2015 and held it in 6 quarters. The position peaked at $11K in Q3 2017. 353 funds tracked by Wall St. Rank hold EPR as of Q4 2017.

  • Plante Moran Financial Advisors reported no remaining EPR Properties position as of Q4 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 164 EPR Properties shares in Q4 2017, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in EPR Properties in Q4 2015 and held it in 6 quarters.
  • Plante Moran Financial Advisors's EPR Properties position peaked at $11K in Q3 2017.
  • 353 funds tracked by Wall St. Rank held EPR Properties as of Q4 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.