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Capstone Asset Management’s New Oriental EDU Stock Holding History

Capstone Asset Management’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
2016
Q4 		– Sell
-9,450
Closed -$438K – 1628
2016
Q3 		$438K Buy
+9,450
New +$410K 0.01% 1054

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Fidelity Investments
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O
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capstone Asset Management's EDU Position: Q4 2016 in Review

Capstone Asset Management sold out of New Oriental (EDU) in Q4 2016, closing a stake of 9,450 shares — an estimated $438K sold.

Capstone Asset Management first reported a position in EDU in Q3 2016 and held it in 1 quarter. The position peaked at $438K in Q3 2016. 250 funds tracked by Wall St. Rank hold EDU as of Q4 2016.

  • Capstone Asset Management reported no remaining New Oriental position as of Q4 2016 after selling out during the quarter.
  • Capstone Asset Management sold 9,450 New Oriental shares in Q4 2016, an estimated $438K.
  • Capstone Asset Management first reported a position in New Oriental in Q3 2016 and held it in 1 quarter.
  • Capstone Asset Management's New Oriental position peaked at $438K in Q3 2016.
  • 250 funds tracked by Wall St. Rank held New Oriental as of Q4 2016.

Based on Capstone Asset Management's 13F filing for Q4 2016, filed 17 Jan 2017.