Crestwood Advisors Group’s New Oriental EDU Stock Holding History

Crestwood Advisors Group’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
2017 Q2	–	Sell	-38	Closed	-$2K	–	232
2017 Q1	$2K	Buy	+38	New	+$1.93K	﹤0.01%	504

Other funds holding EDU

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

Crestwood Advisors Group's EDU Position: Q2 2017 in Review

Crestwood Advisors Group sold out of New Oriental (EDU) in Q2 2017, closing a stake of 38 shares — an estimated $2K sold.

Crestwood Advisors Group first reported a position in EDU in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 266 funds tracked by Wall St. Rank hold EDU as of Q2 2017.

Crestwood Advisors Group reported no remaining New Oriental position as of Q2 2017 after selling out during the quarter.
Crestwood Advisors Group sold 38 New Oriental shares in Q2 2017, an estimated $2K.
Crestwood Advisors Group first reported a position in New Oriental in Q1 2017 and held it in 1 quarter.
Crestwood Advisors Group's New Oriental position peaked at $2K in Q1 2017.
266 funds tracked by Wall St. Rank held New Oriental as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.