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1st Global Advisors’s New Oriental EDU Stock Holding History

1st Global Advisors’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$415K Sell
5,894
-515
-8% -$35.4K 0.05% 304
2017
Q1 		$387K Sell
6,409
-1,325
-17% -$67.2K 0.05% 326
2016
Q4 		$326K Sell
7,734
-60
-0.8% -$2.83K 0.04% 355
2016
Q3 		$361K Sell
7,794
-230
-3% -$9.98K 0.05% 322
2016
Q2 		$336K Sell
8,024
-1,237
-13% -$48.8K 0.05% 319
2016
Q1 		$320K Buy
9,261
+1,904
+26% +$59.5K 0.05% 330
2015
Q4 		$231K Buy
+7,357
New +$207K 0.04% 377

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

1st Global Advisors's EDU Position: Q2 2017 in Review

1st Global Advisors reduced its New Oriental (EDU) stake by 8% in Q2 2017, selling an estimated $35.4K and leaving 5,894 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #304.

1st Global Advisors first reported a position in EDU in Q4 2015 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold EDU as of Q2 2017.

  • 1st Global Advisors held 5,894 shares of New Oriental worth $415K as of Q2 2017.
  • 1st Global Advisors sold 515 New Oriental shares in Q2 2017, an estimated $35.4K.
  • New Oriental made up 0.05% of 1st Global Advisors's portfolio in Q2 2017, its #304 holding.
  • 1st Global Advisors first reported a position in New Oriental in Q4 2015 and has held it in 7 quarters since.
  • 266 funds tracked by Wall St. Rank held New Oriental as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.