IFP Advisors’s Education Realty Trust Inc EDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-433
Closed -$18K 4154
2018
Q2
$18K Buy
433
+101
+30% +$3.6K ﹤0.01% 2553
2018
Q1
$12K Hold
332
﹤0.01% 2703
2017
Q4
$12K Buy
332
+117
+54% +$4.22K ﹤0.01% 2741
2017
Q3
$8K Buy
215
+88
+69% +$3.37K ﹤0.01% 3198
2017
Q2
$5K Buy
127
+73
+135% +$2.86K ﹤0.01% 3456
2017
Q1
$2K Sell
54
-220
-80% -$9K ﹤0.01% 3747
2016
Q4
$12K Buy
274
+16
+6% +$656 ﹤0.01% 2821
2016
Q3
$11K Buy
258
+13
+5% +$594 ﹤0.01% 2800
2016
Q2
$11K Buy
+245
New +$10.3K ﹤0.01% 2714
2016
Q1
Sell
-304
Closed -$12K 3923
2015
Q4
$12K Buy
+304
New +$10.9K ﹤0.01% 2503

IFP Advisors's EDR Position: Q3 2018 in Review

IFP Advisors sold out of Education Realty Trust Inc (EDR) in Q3 2018, closing a stake of 433 shares — an estimated $18K sold.

IFP Advisors first reported a position in EDR in Q4 2015 and held it in 10 quarters. The position peaked at $18K in Q2 2018. 0 funds tracked by Wall St. Rank hold EDR as of Q3 2018.

  • IFP Advisors reported no remaining Education Realty Trust Inc position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 433 Education Realty Trust Inc shares in Q3 2018, an estimated $18K.
  • IFP Advisors first reported a position in Education Realty Trust Inc in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's Education Realty Trust Inc position peaked at $18K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.