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Alera Investment Advisors’s Educational Development Corp EDUC Stock Holding History

Alera Investment Advisors’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
2019
Q1 		– Sell
-1,300
Closed -$11K – 1219
2018
Q4 		$11K Buy
+1,300
New +$13.9K 0.01% 403

Other funds holding EDUC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's EDUC Position: Q1 2019 in Review

Alera Investment Advisors sold out of Educational Development Corp (EDUC) in Q1 2019, closing a stake of 1,300 shares — an estimated $11K sold.

Alera Investment Advisors first reported a position in EDUC in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 26 funds tracked by Wall St. Rank hold EDUC as of Q1 2019.

  • Alera Investment Advisors reported no remaining Educational Development Corp position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,300 Educational Development Corp shares in Q1 2019, an estimated $11K.
  • Alera Investment Advisors first reported a position in Educational Development Corp in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Educational Development Corp position peaked at $11K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held Educational Development Corp as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.