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Index Management Solutions’s New Oriental EDU Stock Holding History

Index Management Solutions’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
2015
Q3 		$16K Hold
787
– – 0.02% 456
2015
Q2 		$19K Sell
787
-201
-20% -$4.98K 0.02% 500
2015
Q1 		$22K Buy
988
+150
+18% +$3.02K 0.02% 344
2014
Q4 		$17K Sell
838
-236
-22% -$5.12K ﹤0.01% 648
2014
Q3 		$25K Hold
1,074
– – ﹤0.01% 968
2014
Q2 		$29K Sell
1,074
-96
-8% -$2.48K ﹤0.01% 961
2014
Q1 		$34K Hold
1,170
– – 0.01% 1011
2013
Q4 		$37K Sell
1,170
-1,270
-52% -$35.3K 0.01% 585
2013
Q3 		$61K Buy
+2,440
New +$55.7K 0.02% 351

Other funds holding EDU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Index Management Solutions's EDU Position: Q3 2015 in Review

Index Management Solutions held its New Oriental (EDU) position steady in Q3 2015 at 787 shares worth $16K. The position accounts for 0.02% of the portfolio, ranked #456.

Index Management Solutions first reported a position in EDU in Q3 2013 and has held it in 9 quarters since. The position peaked at $61K in Q3 2013. 126 funds tracked by Wall St. Rank hold EDU as of Q3 2015.

  • Index Management Solutions held 787 shares of New Oriental worth $16K as of Q3 2015.
  • Index Management Solutions left its New Oriental share count unchanged in Q3 2015.
  • New Oriental made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #456 holding.
  • Index Management Solutions first reported a position in New Oriental in Q3 2013 and has held it in 9 quarters since.
  • Index Management Solutions's New Oriental position peaked at $61K in Q3 2013.
  • 126 funds tracked by Wall St. Rank held New Oriental as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.