Amica Retiree Medical Trust’s Education Realty Trust Inc EDR Stock Holding History

Amica Retiree Medical Trust’s Portfolio EDR Stock Details EDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-8,576	Closed	-$308K	–	382
2017 Q3	$308K	Sell	8,576 -2,943	-26%	-$113K	0.24%	124
2017 Q2	$446K	Hold	11,519	–	–	0.36%	91
2017 Q1	$471K	Buy	11,519 +2,433	+27%	+$99.5K	0.38%	79
2016 Q4	$384K	Buy	+9,086	New	+$372K	0.3%	88
2015 Q3	–	Sell	-483	Closed	-$15K	–	407
2015 Q2	$15K	Sell	483 -440	-48%	-$14.6K	0.01%	390
2015 Q1	$33K	Hold	923	–	–	0.03%	342
2014 Q4	$34K	Hold	923	–	–	0.03%	342
2014 Q3	$28K	Hold	923	–	–	0.02%	350
2014 Q2	$30K	Hold	923	–	–	0.02%	343
2014 Q1	$27K	Hold	923	–	–	0.02%	336
2013 Q4	$24K	Buy	+923	New	+$24.7K	0.02%	342

Other funds holding EDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amica Retiree Medical Trust's EDR Position: Q4 2017 in Review

Amica Retiree Medical Trust sold out of Education Realty Trust Inc (EDR) in Q4 2017, closing a stake of 8,576 shares — an estimated $308K sold.

Amica Retiree Medical Trust first reported a position in EDR in Q4 2013 and held it in 11 quarters. The position peaked at $471K in Q1 2017. 236 funds tracked by Wall St. Rank hold EDR as of Q4 2017.

Amica Retiree Medical Trust reported no remaining Education Realty Trust Inc position as of Q4 2017 after selling out during the quarter.
Amica Retiree Medical Trust sold 8,576 Education Realty Trust Inc shares in Q4 2017, an estimated $308K.
Amica Retiree Medical Trust first reported a position in Education Realty Trust Inc in Q4 2013 and held it in 11 quarters.
Amica Retiree Medical Trust's Education Realty Trust Inc position peaked at $471K in Q1 2017.
236 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q4 2017.

Based on Amica Retiree Medical Trust's 13F filing for Q4 2017, filed 12 Feb 2018.