First Personal Financial Services’s New Oriental EDU Stock Holding History

First Personal Financial Services’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
2018 Q2	–	Sell	-129,645	Closed	-$11.4M	–	735
2018 Q1	$11.4M	Hold	129,645	–	–	2.49%	2
2017 Q4	$12.2M	Hold	129,645	–	–	2.37%	2
2017 Q3	$11.4M	Hold	129,645	–	–	2.41%	2
2017 Q2	$9.14M	Hold	129,645	–	–	2%	2
2017 Q1	$7.83M	Hold	129,645	–	–	1.88%	5
2016 Q4	$5.46M	Sell	129,645 -11,205	-8%	-$528K	1.44%	15
2016 Q3	$6.53M	Buy	140,850 +17,671	+14%	+$767K	1.9%	8
2016 Q2	$5.16M	Buy	+123,179	New	+$4.86M	1.76%	8
2015 Q4	–	Sell	-126	Closed	-$3K	–	422
2015 Q3	$3K	Hold	126	–	–	﹤0.01%	357
2015 Q2	$4K	Hold	126	–	–	﹤0.01%	332
2015 Q1	$3K	Hold	126	–	–	﹤0.01%	374
2014 Q4	$2K	Buy	+126	New	+$2.74K	﹤0.01%	358

Other funds holding EDU

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

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

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

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

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

DSA

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

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

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

GAM

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

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

First Personal Financial Services's EDU Position: Q2 2018 in Review

First Personal Financial Services sold out of New Oriental (EDU) in Q2 2018, closing a stake of 129,645 shares — an estimated $11.4M sold.

First Personal Financial Services first reported a position in EDU in Q4 2014 and held it in 12 quarters. The position peaked at $12.2M in Q4 2017. 313 funds tracked by Wall St. Rank hold EDU as of Q2 2018.

First Personal Financial Services reported no remaining New Oriental position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 129,645 New Oriental shares in Q2 2018, an estimated $11.4M.
First Personal Financial Services first reported a position in New Oriental in Q4 2014 and held it in 12 quarters.
First Personal Financial Services's New Oriental position peaked at $12.2M in Q4 2017.
313 funds tracked by Wall St. Rank held New Oriental as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.