BFSG LLC’s New Oriental EDU Stock Holding History

BFSG LLC’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
2017 Q4	–	Sell	-2,683	Closed	-$237K	–	153
2017 Q3	$237K	Buy	+2,683	New	+$219K	0.11%	120

Other funds holding EDU

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

BFSG LLC's EDU Position: Q4 2017 in Review

BFSG LLC sold out of New Oriental (EDU) in Q4 2017, closing a stake of 2,683 shares — an estimated $237K sold.

BFSG LLC first reported a position in EDU in Q3 2017 and held it in 1 quarter. The position peaked at $237K in Q3 2017. 295 funds tracked by Wall St. Rank hold EDU as of Q4 2017.

BFSG LLC reported no remaining New Oriental position as of Q4 2017 after selling out during the quarter.
BFSG LLC sold 2,683 New Oriental shares in Q4 2017, an estimated $237K.
BFSG LLC first reported a position in New Oriental in Q3 2017 and held it in 1 quarter.
BFSG LLC's New Oriental position peaked at $237K in Q3 2017.
295 funds tracked by Wall St. Rank held New Oriental as of Q4 2017.

Based on BFSG LLC's 13F filing for Q4 2017, filed 23 Jan 2018.