Geneva Advisors’s TAL Education Group TAL Stock Holding History

Geneva Advisors’s Portfolio TAL Stock Details TAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-14,040	Closed	-$249K	–	789
2017 Q1	$249K	Sell	14,040 -24,258	-63%	-$352K	﹤0.01%	639
2016 Q4	$448K	Sell	38,298 -15,030	-28%	-$184K	0.01%	500
2016 Q3	$630K	Buy	53,328 +8,796	+20%	+$92.8K	0.01%	429
2016 Q2	$461K	Buy	44,532 +2,022	+5%	+$18.5K	0.01%	460
2016 Q1	$352K	Buy	42,510 +4,860	+13%	+$38.8K	0.01%	514
2015 Q4	$292K	Buy	+37,650	New	+$257K	0.01%	510

Other funds holding TAL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GAM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Advisors's TAL Position: Q2 2017 in Review

Geneva Advisors sold out of TAL Education Group (TAL) in Q2 2017, closing a stake of 14,040 shares — an estimated $249K sold.

Geneva Advisors first reported a position in TAL in Q4 2015 and held it in 6 quarters. The position peaked at $630K in Q3 2016. 226 funds tracked by Wall St. Rank hold TAL as of Q2 2017.

Geneva Advisors reported no remaining TAL Education Group position as of Q2 2017 after selling out during the quarter.
Geneva Advisors sold 14,040 TAL Education Group shares in Q2 2017, an estimated $249K.
Geneva Advisors first reported a position in TAL Education Group in Q4 2015 and held it in 6 quarters.
Geneva Advisors's TAL Education Group position peaked at $630K in Q3 2016.
226 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.