APP
EDR

Avantax Planning Partners’s Education Realty Trust Inc EDR Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-693
Closed -$23K – 1824
2018
Q1 		$23K Buy
+693
New +$22.4K ﹤0.01% 740

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SGCM
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Invesco
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Wellington Management Group
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AllianceBernstein
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Northern Trust
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Fidelity International
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CVA
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Avantax Planning Partners's EDR Position: Q2 2018 in Review

Avantax Planning Partners sold out of Education Realty Trust Inc (EDR) in Q2 2018, closing a stake of 693 shares — an estimated $23K sold.

Avantax Planning Partners first reported a position in EDR in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 256 funds tracked by Wall St. Rank hold EDR as of Q2 2018.

  • Avantax Planning Partners reported no remaining Education Realty Trust Inc position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 693 Education Realty Trust Inc shares in Q2 2018, an estimated $23K.
  • Avantax Planning Partners first reported a position in Education Realty Trust Inc in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Education Realty Trust Inc position peaked at $23K in Q1 2018.
  • 256 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.