Icon Wealth Partners’s TAL Education Group TAL Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-899	Closed	-$33K	–	671
2018 Q2	$33K	Buy	+899	New	+$35.3K	0.01%	476
2018 Q1	–	Sell	-899	Closed	-$27K	–	667
2017 Q4	$27K	Buy	+899	New	+$27.3K	0.01%	547

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

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

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

TIM

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

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

Icon Wealth Partners's TAL Position: Q3 2018 in Review

Icon Wealth Partners sold out of TAL Education Group (TAL) in Q3 2018, closing a stake of 899 shares — an estimated $33K sold.

Icon Wealth Partners first reported a position in TAL in Q4 2017 and held it in 2 quarters. The position peaked at $33K in Q2 2018. 256 funds tracked by Wall St. Rank hold TAL as of Q3 2018.

Icon Wealth Partners reported no remaining TAL Education Group position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 899 TAL Education Group shares in Q3 2018, an estimated $33K.
Icon Wealth Partners first reported a position in TAL Education Group in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's TAL Education Group position peaked at $33K in Q2 2018.
256 funds tracked by Wall St. Rank held TAL Education Group as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.