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Advisor Group’s Educational Development Corp EDUC Stock Holding History

Advisor Group’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10,478
Closed -$60K – 4502
2016
Q2 		$60K Buy
+10,478
New +$64.9K ﹤0.01% 2278

Other funds holding EDUC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group's EDUC Position: Q3 2016 in Review

Advisor Group sold out of Educational Development Corp (EDUC) in Q3 2016, closing a stake of 10,478 shares — an estimated $60K sold.

Advisor Group first reported a position in EDUC in Q2 2016 and held it in 1 quarter. The position peaked at $60K in Q2 2016. 16 funds tracked by Wall St. Rank hold EDUC as of Q3 2016.

  • Advisor Group reported no remaining Educational Development Corp position as of Q3 2016 after selling out during the quarter.
  • Advisor Group sold 10,478 Educational Development Corp shares in Q3 2016, an estimated $60K.
  • Advisor Group first reported a position in Educational Development Corp in Q2 2016 and held it in 1 quarter.
  • Advisor Group's Educational Development Corp position peaked at $60K in Q2 2016.
  • 16 funds tracked by Wall St. Rank held Educational Development Corp as of Q3 2016.

Based on Advisor Group's 13F filing for Q3 2016, filed 9 Nov 2016.