IPC
EDR

Independent Portfolio Consultants’s Education Realty Trust Inc EDR Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$815K Buy
21,036
+396
+2% +$15.5K 0.34% 83
2017
Q1 		$843K Buy
20,640
+2,895
+16% +$118K 0.29% 113
2016
Q4 		$751K Buy
17,745
+2,410
+16% +$98.7K 0.25% 149
2016
Q3 		$662K Sell
15,335
-180
-1% -$8.23K 0.21% 173
2016
Q2 		$716K Buy
15,515
+5,605
+57% +$235K 0.23% 139
2016
Q1 		$412K Sell
9,910
-15
-0.2% -$586 0.12% 240
2015
Q4 		$376K Sell
9,925
-1,405
-12% -$50.3K 0.11% 242
2015
Q3 		$373K Buy
+11,330
New +$352K 0.08% 282

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Independent Portfolio Consultants's EDR Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Education Realty Trust Inc (EDR) stake by 1.9% in Q2 2017, buying an estimated $15.5K and bringing the position to 21,036 shares worth $815K. The position accounts for 0.34% of the portfolio, ranked #83.

Independent Portfolio Consultants first reported a position in EDR in Q3 2015 and has held it in 8 quarters since. The position peaked at $843K in Q1 2017. 219 funds tracked by Wall St. Rank hold EDR as of Q2 2017.

  • Independent Portfolio Consultants held 21,036 shares of Education Realty Trust Inc worth $815K as of Q2 2017.
  • Independent Portfolio Consultants bought 396 Education Realty Trust Inc shares in Q2 2017, an estimated $15.5K.
  • Education Realty Trust Inc made up 0.34% of Independent Portfolio Consultants's portfolio in Q2 2017, its #83 holding.
  • Independent Portfolio Consultants first reported a position in Education Realty Trust Inc in Q3 2015 and has held it in 8 quarters since.
  • Independent Portfolio Consultants's Education Realty Trust Inc position peaked at $843K in Q1 2017.
  • 219 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.