FGC
EDR

Financial Gravity Companies’s Education Realty Trust Inc EDR Stock Holding History

Financial Gravity Companies’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
2018
Q1 		$40K Buy
1,182
+189
+19% +$6.11K 0.04% 379
2017
Q4 		$33K Buy
+993
New +$35.8K 0.04% 408

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM

Financial Gravity Companies's EDR Position: Q1 2018 in Review

Financial Gravity Companies increased its Education Realty Trust Inc (EDR) stake by 19% in Q1 2018, buying an estimated $6.11K and bringing the position to 1,182 shares worth $40K. The position accounts for 0.04% of the portfolio, ranked #379.

Financial Gravity Companies first reported a position in EDR in Q4 2017 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold EDR as of Q1 2018.

  • Financial Gravity Companies held 1,182 shares of Education Realty Trust Inc worth $40K as of Q1 2018.
  • Financial Gravity Companies bought 189 Education Realty Trust Inc shares in Q1 2018, an estimated $6.11K.
  • Education Realty Trust Inc made up 0.04% of Financial Gravity Companies's portfolio in Q1 2018, its #379 holding.
  • Financial Gravity Companies first reported a position in Education Realty Trust Inc in Q4 2017 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.