Guggenheim Capital’s TAL Education Group TAL Stock Holding History

Guggenheim Capital’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
2018 Q2	–	Sell	-31,622	Closed	-$1.17M	–	2578
2018 Q1	$1.17M	Sell	31,622 -2,834	-8%	-$97.3K	﹤0.01%	1989
2017 Q4	$1.02M	Buy	34,456 +1,328	+4%	+$40.4K	﹤0.01%	2066
2017 Q3	$1.12M	Sell	33,128 -11,038	-25%	-$311K	﹤0.01%	2036
2017 Q2	$900K	Buy	44,166 +7,878	+22%	+$155K	﹤0.01%	2137
2017 Q1	$644K	Buy	36,288 +4,110	+13%	+$59.6K	﹤0.01%	2291
2016 Q4	$376K	Sell	32,178 -144,522	-82%	-$1.77M	﹤0.01%	2515
2016 Q3	$2.09M	Buy	176,700 +6,678	+4%	+$70.4K	0.01%	1596
2016 Q2	$1.76M	Sell	170,022 -9,336	-5%	-$85.6K	0.01%	1648
2016 Q1	$1.49M	Sell	179,358 -24,180	-12%	-$193K	﹤0.01%	1785
2015 Q4	$1.58M	Sell	203,538 -39,774	-16%	-$271K	﹤0.01%	1783
2015 Q3	$1.3M	Sell	243,312 -73,314	-23%	-$396K	﹤0.01%	1939
2015 Q2	$1.86M	Buy	316,626 +23,010	+8%	+$139K	﹤0.01%	1839
2015 Q1	$1.63M	Sell	293,616 -8,898	-3%	-$45.3K	﹤0.01%	1948
2014 Q4	$1.42M	Sell	302,514 -24,222	-7%	-$127K	﹤0.01%	1997
2014 Q3	$1.9M	Sell	326,736 -8,490	-3%	-$45.1K	﹤0.01%	1792
2014 Q2	$1.54M	Buy	335,226 +7,884	+2%	+$31.2K	﹤0.01%	2003
2014 Q1	$1.23M	Sell	327,342 -31,530	-9%	-$125K	﹤0.01%	2132
2013 Q4	$1.31M	Buy	358,872 +198,732	+124%	+$612K	﹤0.01%	2088
2013 Q3	$387K	Sell	160,140 -8,502	-5%	-$17.3K	﹤0.01%	2538
2013 Q2	$295K	Buy	+168,642	New	+$277K	﹤0.01%	2622

Other funds holding TAL

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Guggenheim Capital's TAL Position: Q2 2018 in Review

Guggenheim Capital sold out of TAL Education Group (TAL) in Q2 2018, closing a stake of 31,622 shares — an estimated $1.17M sold.

Guggenheim Capital first reported a position in TAL in Q2 2013 and held it in 20 quarters. The position peaked at $2.09M in Q3 2016. 293 funds tracked by Wall St. Rank hold TAL as of Q2 2018.

Guggenheim Capital reported no remaining TAL Education Group position as of Q2 2018 after selling out during the quarter.
Guggenheim Capital sold 31,622 TAL Education Group shares in Q2 2018, an estimated $1.17M.
Guggenheim Capital first reported a position in TAL Education Group in Q2 2013 and held it in 20 quarters.
Guggenheim Capital's TAL Education Group position peaked at $2.09M in Q3 2016.
293 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2018.

Based on Guggenheim Capital's 13F filing for Q2 2018, filed 14 Aug 2018.