DWA
EDR

Douglass Winthrop Advisors’s Education Realty Trust Inc EDR Stock Holding History

Douglass Winthrop Advisors’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
2014
Q4 		– Sell
-3,867
Closed -$119K – 222
2014
Q3 		$119K Hold
3,867
– – 0.01% 194
2014
Q2 		$125K Hold
3,867
– – 0.01% 185
2014
Q1 		$114K Sell
3,867
-1,666
-30% -$46.6K 0.01% 187
2013
Q4 		$146K Hold
5,533
– – 0.02% 183
2013
Q3 		$151K Hold
5,533
– – 0.02% 173
2013
Q2 		$170K Buy
+5,533
New +$177K 0.02% 172

Other funds holding EDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Douglass Winthrop Advisors's EDR Position: Q4 2014 in Review

Douglass Winthrop Advisors sold out of Education Realty Trust Inc (EDR) in Q4 2014, closing a stake of 3,867 shares — an estimated $119K sold.

Douglass Winthrop Advisors first reported a position in EDR in Q2 2013 and held it in 6 quarters. The position peaked at $170K in Q2 2013. 179 funds tracked by Wall St. Rank hold EDR as of Q4 2014.

  • Douglass Winthrop Advisors reported no remaining Education Realty Trust Inc position as of Q4 2014 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 3,867 Education Realty Trust Inc shares in Q4 2014, an estimated $119K.
  • Douglass Winthrop Advisors first reported a position in Education Realty Trust Inc in Q2 2013 and held it in 6 quarters.
  • Douglass Winthrop Advisors's Education Realty Trust Inc position peaked at $170K in Q2 2013.
  • 179 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q4 2014.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2014, filed 4 Feb 2015.