SWMG
EPR icon

Signature Wealth Management Group’s EPR Properties EPR Stock Holding History

Signature Wealth Management Group’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
-90
Closed -$6K – 138
2018
Q3 		$6K Hold
90
– – ﹤0.01% 225
2018
Q2 		$6K Hold
90
– – ﹤0.01% 227
2018
Q1 		$5K Hold
90
– – ﹤0.01% 243
2017
Q4 		$6K Buy
+90
New +$6.15K ﹤0.01% 231

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

Signature Wealth Management Group's EPR Position: Q4 2018 in Review

Signature Wealth Management Group sold out of EPR Properties (EPR) in Q4 2018, closing a stake of 90 shares — an estimated $6K sold.

Signature Wealth Management Group first reported a position in EPR in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 400 funds tracked by Wall St. Rank hold EPR as of Q4 2018.

  • Signature Wealth Management Group reported no remaining EPR Properties position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 90 EPR Properties shares in Q4 2018, an estimated $6K.
  • Signature Wealth Management Group first reported a position in EPR Properties in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's EPR Properties position peaked at $6K in Q3 2018.
  • 400 funds tracked by Wall St. Rank held EPR Properties as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.