FM
EDR

Forward Management’s Education Realty Trust Inc EDR Stock Holding History

Forward Management’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
2013
Q4 		– Sell
-6,667
Closed -$182K – 425
2013
Q3 		$182K Hold
6,667
– – 0.01% 307
2013
Q2 		$205K Buy
+6,667
New +$213K 0.02% 305

Other funds holding EDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Forward Management's EDR Position: Q4 2013 in Review

Forward Management sold out of Education Realty Trust Inc (EDR) in Q4 2013, closing a stake of 6,667 shares — an estimated $182K sold.

Forward Management first reported a position in EDR in Q2 2013 and held it in 2 quarters. The position peaked at $205K in Q2 2013. 164 funds tracked by Wall St. Rank hold EDR as of Q4 2013.

  • Forward Management reported no remaining Education Realty Trust Inc position as of Q4 2013 after selling out during the quarter.
  • Forward Management sold 6,667 Education Realty Trust Inc shares in Q4 2013, an estimated $182K.
  • Forward Management first reported a position in Education Realty Trust Inc in Q2 2013 and held it in 2 quarters.
  • Forward Management's Education Realty Trust Inc position peaked at $205K in Q2 2013.
  • 164 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q4 2013.

Based on Forward Management's 13F filing for Q4 2013, filed 31 Jan 2014.