BRWA
EDR

B. Riley Wealth Advisors’s Education Realty Trust Inc EDR Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-232
Closed -$8 – 2387
2014
Q4 		$8 Buy
+232
New +$7.94K ﹤0.01% 2998
2014
Q3 		– Sell
-233
Closed -$7.5K – 2222
2014
Q2 		$7.5K Buy
+233
New +$7.21K ﹤0.01% 1897

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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CWAM
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFA
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HRES
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State Street
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B. Riley Wealth Advisors's EDR Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Education Realty Trust Inc (EDR) in Q1 2015, closing a stake of 232 shares — an estimated $8 sold.

B. Riley Wealth Advisors first reported a position in EDR in Q2 2014 and held it in 2 quarters. The position peaked at $7.5K in Q2 2014. 173 funds tracked by Wall St. Rank hold EDR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Education Realty Trust Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 232 Education Realty Trust Inc shares in Q1 2015, an estimated $8.
  • B. Riley Wealth Advisors first reported a position in Education Realty Trust Inc in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Education Realty Trust Inc position peaked at $7.5K in Q2 2014.
  • 173 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.