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Checchi Capital Advisers’s New Oriental EDU Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-1,366
Closed -$57K – 635
2016
Q2 		$57K Hold
1,366
– – 0.01% 784
2016
Q1 		$47K Buy
+1,366
New +$42.7K 0.01% 848

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Checchi Capital Advisers's EDU Position: Q3 2016 in Review

Checchi Capital Advisers sold out of New Oriental (EDU) in Q3 2016, closing a stake of 1,366 shares — an estimated $57K sold.

Checchi Capital Advisers first reported a position in EDU in Q1 2016 and held it in 2 quarters. The position peaked at $57K in Q2 2016. 252 funds tracked by Wall St. Rank hold EDU as of Q3 2016.

  • Checchi Capital Advisers reported no remaining New Oriental position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,366 New Oriental shares in Q3 2016, an estimated $57K.
  • Checchi Capital Advisers first reported a position in New Oriental in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's New Oriental position peaked at $57K in Q2 2016.
  • 252 funds tracked by Wall St. Rank held New Oriental as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.