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Coe Capital Management’s Educational Development Corp EDUC Stock Holding History

Coe Capital Management’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-53,994
Closed -$313K – 222
2016
Q2 		$313K Sell
53,994
-28,644
-35% -$178K 0.11% 190
2016
Q1 		$580K Buy
+82,638
New +$458K 0.19% 135

Other funds holding EDUC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coe Capital Management's EDUC Position: Q3 2016 in Review

Coe Capital Management sold out of Educational Development Corp (EDUC) in Q3 2016, closing a stake of 53,994 shares — an estimated $313K sold.

Coe Capital Management first reported a position in EDUC in Q1 2016 and held it in 2 quarters. The position peaked at $580K in Q1 2016. 16 funds tracked by Wall St. Rank hold EDUC as of Q3 2016.

  • Coe Capital Management reported no remaining Educational Development Corp position as of Q3 2016 after selling out during the quarter.
  • Coe Capital Management sold 53,994 Educational Development Corp shares in Q3 2016, an estimated $313K.
  • Coe Capital Management first reported a position in Educational Development Corp in Q1 2016 and held it in 2 quarters.
  • Coe Capital Management's Educational Development Corp position peaked at $580K in Q1 2016.
  • 16 funds tracked by Wall St. Rank held Educational Development Corp as of Q3 2016.

Based on Coe Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.