IFG Advisory’s New Oriental EDU Stock Holding History

IFG Advisory’s Portfolio EDU Stock Details EDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,291	Closed	-$221K	–	411
2019 Q2	$221K	Buy	+2,291	New	+$205K	0.04%	319

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFG Advisory's EDU Position: Q3 2019 in Review

IFG Advisory sold out of New Oriental (EDU) in Q3 2019, closing a stake of 2,291 shares — an estimated $221K sold.

IFG Advisory first reported a position in EDU in Q2 2019 and held it in 1 quarter. The position peaked at $221K in Q2 2019. 357 funds tracked by Wall St. Rank hold EDU as of Q3 2019.

IFG Advisory reported no remaining New Oriental position as of Q3 2019 after selling out during the quarter.
IFG Advisory sold 2,291 New Oriental shares in Q3 2019, an estimated $221K.
IFG Advisory first reported a position in New Oriental in Q2 2019 and held it in 1 quarter.
IFG Advisory's New Oriental position peaked at $221K in Q2 2019.
357 funds tracked by Wall St. Rank held New Oriental as of Q3 2019.

Based on IFG Advisory's 13F filing for Q3 2019, filed 6 Nov 2019.