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Stonebridge Financial Planning Group’s EPR Properties EPR Stock Holding History

Stonebridge Financial Planning 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
2020
Q2 		– Sell
-200
Closed -$5K – 394
2020
Q1 		$5K Buy
+200
New +$11.5K 0.01% 355

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
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Stonebridge Financial Planning Group's EPR Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of EPR Properties (EPR) in Q2 2020, closing a stake of 200 shares — an estimated $5K sold.

Stonebridge Financial Planning Group first reported a position in EPR in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 315 funds tracked by Wall St. Rank hold EPR as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining EPR Properties position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 200 EPR Properties shares in Q2 2020, an estimated $5K.
  • Stonebridge Financial Planning Group first reported a position in EPR Properties in Q1 2020 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's EPR Properties position peaked at $5K in Q1 2020.
  • 315 funds tracked by Wall St. Rank held EPR Properties as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.