Creative Planning
EDR

Creative Planning’s Education Realty Trust Inc EDR Stock Holding History

Creative Planning’s Portfolio EDR Stock Details EDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-75
Closed -$3K – 4397
2017
Q2 		$3K Sell
75
-58
-44% -$2.27K ﹤0.01% 4250
2017
Q1 		$5K Hold
133
– – ﹤0.01% 4004
2016
Q4 		$6K Sell
133
-4
-3% -$164 ﹤0.01% 3903
2016
Q3 		$6K Sell
137
-104
-43% -$4.75K ﹤0.01% 3841
2016
Q2 		$11K Buy
241
+75
+45% +$3.15K ﹤0.01% 3222
2016
Q1 		$7K Sell
166
-33
-17% -$1.29K ﹤0.01% 3449
2015
Q4 		$8K Buy
199
+33
+20% +$1.18K ﹤0.01% 3469
2015
Q3 		$5K Buy
+166
New +$5.16K ﹤0.01% 3663
2015
Q1 		– Sell
-27
Closed -$1K – 4511
2014
Q4 		$1K Buy
+27
New +$924 ﹤0.01% 4051

Other funds holding EDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return