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Archford Capital Strategies’s New Oriental EDU Stock Holding History

Archford Capital Strategies’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
2019
Q3 		– Sell
-13
Closed -$1K – 305
2019
Q2 		$1K Sell
13
-5
-28% -$448 ﹤0.01% 538
2019
Q1 		$2K Buy
+18
New +$1.35K ﹤0.01% 484

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Archford Capital Strategies's EDU Position: Q3 2019 in Review

Archford Capital Strategies sold out of New Oriental (EDU) in Q3 2019, closing a stake of 13 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in EDU in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 355 funds tracked by Wall St. Rank hold EDU as of Q3 2019.

  • Archford Capital Strategies reported no remaining New Oriental position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 13 New Oriental shares in Q3 2019, an estimated $1K.
  • Archford Capital Strategies first reported a position in New Oriental in Q1 2019 and held it in 2 quarters.
  • Archford Capital Strategies's New Oriental position peaked at $2K in Q1 2019.
  • 355 funds tracked by Wall St. Rank held New Oriental as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.