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SeaCrest Wealth Management’s EPR Properties EPR Stock Holding History

SeaCrest Wealth Management’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
-4,949
Closed -$350K – 524
2019
Q4 		$350K Sell
4,949
-696
-12% -$51.3K 0.06% 359
2019
Q3 		$434K Sell
5,645
-393
-7% -$29.9K 0.08% 295
2019
Q2 		$450K Buy
6,038
+4,879
+421% +$381K 0.09% 266
2019
Q1 		$89K Buy
1,159
+595
+105% +$43.3K 0.02% 734
2018
Q4 		$36K Hold
564
– – 0.01% 1010
2018
Q3 		$39K Buy
+564
New +$38.3K 0.01% 1100
2018
Q1 		– Sell
-19
Closed -$1K – 2221
2017
Q4 		$1K Buy
+19
New +$1.3K ﹤0.01% 2091

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SeaCrest Wealth Management's EPR Position: Q1 2020 in Review

SeaCrest Wealth Management sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 4,949 shares — an estimated $350K sold.

SeaCrest Wealth Management first reported a position in EPR in Q4 2017 and held it in 7 quarters. The position peaked at $450K in Q2 2019. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

  • SeaCrest Wealth Management reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
  • SeaCrest Wealth Management sold 4,949 EPR Properties shares in Q1 2020, an estimated $350K.
  • SeaCrest Wealth Management first reported a position in EPR Properties in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's EPR Properties position peaked at $450K in Q2 2019.
  • 335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on SeaCrest Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.