FIM
EDR

Freedom Investment Management’s Education Realty Trust Inc EDR Stock Holding History

Freedom Investment 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
2018
Q2 		– Sell
-9,450
Closed -$309K – 1204
2018
Q1 		$309K Buy
9,450
+1,413
+18% +$45.7K 0.02% 871
2017
Q4 		$281K Buy
8,037
+1,714
+27% +$61.8K 0.01% 918
2017
Q3 		$227K Buy
6,323
+1,155
+22% +$44.3K 0.01% 966
2017
Q2 		$200K Buy
+5,168
New +$202K 0.01% 984
2016
Q2 		– Sell
-6,170
Closed -$257K – 927
2016
Q1 		$257K Sell
6,170
-186
-3% -$7.27K 0.02% 622
2015
Q4 		$241K Buy
+6,356
New +$227K 0.02% 628

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Freedom Investment Management's EDR Position: Q2 2018 in Review

Freedom Investment Management sold out of Education Realty Trust Inc (EDR) in Q2 2018, closing a stake of 9,450 shares — an estimated $309K sold.

Freedom Investment Management first reported a position in EDR in Q4 2015 and held it in 6 quarters. The position peaked at $309K in Q1 2018. 256 funds tracked by Wall St. Rank hold EDR as of Q2 2018.

  • Freedom Investment Management reported no remaining Education Realty Trust Inc position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 9,450 Education Realty Trust Inc shares in Q2 2018, an estimated $309K.
  • Freedom Investment Management first reported a position in Education Realty Trust Inc in Q4 2015 and held it in 6 quarters.
  • Freedom Investment Management's Education Realty Trust Inc position peaked at $309K in Q1 2018.
  • 256 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.