First Foundation Advisors’s New Oriental EDU Stock Holding History

First Foundation Advisors’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
2019 Q1	–	Sell	-30,000	Closed	-$1.64M	–	343
2018 Q4	$1.64M	Buy	30,000 +10,900	+57%	+$631K	0.1%	124
2018 Q3	$1.41M	Sell	19,100 -3,000	-14%	-$249K	0.08%	140
2018 Q2	$2.09M	Sell	22,100 -4,300	-16%	-$411K	0.12%	103
2018 Q1	$2.31M	Sell	26,400 -28,000	-51%	-$2.61M	0.13%	100
2017 Q4	$5.11M	Hold	54,400	–	–	0.28%	59
2017 Q3	$4.8M	Buy	54,400 +30,000	+123%	+$2.44M	0.27%	62
2017 Q2	$1.72M	Buy	24,400 +9,000	+58%	+$618K	0.1%	118
2017 Q1	$930K	Buy	15,400 +4,000	+35%	+$203K	0.06%	145
2016 Q4	$480K	Hold	11,400	–	–	0.03%	203
2016 Q3	$529K	Buy	+11,400	New	+$495K	0.04%	191

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

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

First Foundation Advisors's EDU Position: Q1 2019 in Review

First Foundation Advisors sold out of New Oriental (EDU) in Q1 2019, closing a stake of 30,000 shares — an estimated $1.64M sold.

First Foundation Advisors first reported a position in EDU in Q3 2016 and held it in 10 quarters. The position peaked at $5.11M in Q4 2017. 309 funds tracked by Wall St. Rank hold EDU as of Q1 2019.

First Foundation Advisors reported no remaining New Oriental position as of Q1 2019 after selling out during the quarter.
First Foundation Advisors sold 30,000 New Oriental shares in Q1 2019, an estimated $1.64M.
First Foundation Advisors first reported a position in New Oriental in Q3 2016 and held it in 10 quarters.
First Foundation Advisors's New Oriental position peaked at $5.11M in Q4 2017.
309 funds tracked by Wall St. Rank held New Oriental as of Q1 2019.

Based on First Foundation Advisors's 13F filing for Q1 2019, filed 13 May 2019.