IOOF
EDR

Independent Order of Foresters’s Education Realty Trust Inc EDR Stock Holding History

Independent Order of Foresters’s Portfolio EDR Stock Details EDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-20,381
Closed -$745K – 116
2014
Q4 		$745K Buy
20,381
+5,666
+39% +$194K 0.77% 32
2014
Q3 		$454K Buy
14,715
+13,648
+1,279% +$439K 0.45% 58
2014
Q2 		$34K Hold
1,067
– – 0.03% 115
2014
Q1 		$32K Hold
1,067
– – 0.03% 112
2013
Q4 		$28K Hold
1,067
– – 0.03% 113
2013
Q3 		$29K Hold
1,067
– – 0.03% 115
2013
Q2 		$33K Buy
+1,067
New +$34.1K 0.03% 111

Other funds holding EDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Order of Foresters's EDR Position: Q1 2015 in Review

Independent Order of Foresters sold out of Education Realty Trust Inc (EDR) in Q1 2015, closing a stake of 20,381 shares — an estimated $745K sold.

Independent Order of Foresters first reported a position in EDR in Q2 2013 and held it in 7 quarters. The position peaked at $745K in Q4 2014. 173 funds tracked by Wall St. Rank hold EDR as of Q1 2015.

  • Independent Order of Foresters reported no remaining Education Realty Trust Inc position as of Q1 2015 after selling out during the quarter.
  • Independent Order of Foresters sold 20,381 Education Realty Trust Inc shares in Q1 2015, an estimated $745K.
  • Independent Order of Foresters first reported a position in Education Realty Trust Inc in Q2 2013 and held it in 7 quarters.
  • Independent Order of Foresters's Education Realty Trust Inc position peaked at $745K in Q4 2014.
  • 173 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2015.

Based on Independent Order of Foresters's 13F filing for Q1 2015, filed 12 May 2015.