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Brandywine Oak Private Wealth’s New Oriental EDU Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-1,748
Closed -$96K – 318
2018
Q4 		$96K Buy
+1,748
New +$101K 0.02% 281

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GAM
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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 $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Brandywine Oak Private Wealth's EDU Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of New Oriental (EDU) in Q1 2019, closing a stake of 1,748 shares — an estimated $96K sold.

Brandywine Oak Private Wealth first reported a position in EDU in Q4 2018 and held it in 1 quarter. The position peaked at $96K in Q4 2018. 309 funds tracked by Wall St. Rank hold EDU as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining New Oriental position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,748 New Oriental shares in Q1 2019, an estimated $96K.
  • Brandywine Oak Private Wealth first reported a position in New Oriental in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's New Oriental position peaked at $96K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held New Oriental as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.