IBOK
EDU icon

Independence Bank of Kentucky’s New Oriental EDU Stock Holding History

Independence Bank of Kentucky’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
2018
Q2 		– Sell
-33
Closed -$3K – 323
2018
Q1 		$3K Buy
+33
New +$3.07K ﹤0.01% 349

Other funds holding EDU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Independence Bank of Kentucky's EDU Position: Q2 2018 in Review

Independence Bank of Kentucky sold out of New Oriental (EDU) in Q2 2018, closing a stake of 33 shares — an estimated $3K sold.

Independence Bank of Kentucky first reported a position in EDU in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 314 funds tracked by Wall St. Rank hold EDU as of Q2 2018.

  • Independence Bank of Kentucky reported no remaining New Oriental position as of Q2 2018 after selling out during the quarter.
  • Independence Bank of Kentucky sold 33 New Oriental shares in Q2 2018, an estimated $3K.
  • Independence Bank of Kentucky first reported a position in New Oriental in Q1 2018 and held it in 1 quarter.
  • Independence Bank of Kentucky's New Oriental position peaked at $3K in Q1 2018.
  • 314 funds tracked by Wall St. Rank held New Oriental as of Q2 2018.

Based on Independence Bank of Kentucky's 13F filing for Q2 2018, filed 7 Aug 2018.