ICRM
EDR

Insight Capital Research & Management’s Education Realty Trust Inc EDR Stock Holding History

Insight Capital Research & Management’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
2014
Q4 		– Sell
-142,401
Closed -$4.39M – 156
2014
Q3 		$4.39M Sell
142,401
-23,344
-14% -$752K 1.15% 36
2014
Q2 		$5.34M Buy
+165,745
New +$5.13M 1.22% 35

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight Capital Research & Management's EDR Position: Q4 2014 in Review

Insight Capital Research & Management sold out of Education Realty Trust Inc (EDR) in Q4 2014, closing a stake of 142,401 shares — an estimated $4.39M sold.

Insight Capital Research & Management first reported a position in EDR in Q2 2014 and held it in 2 quarters. The position peaked at $5.34M in Q2 2014. 179 funds tracked by Wall St. Rank hold EDR as of Q4 2014.

  • Insight Capital Research & Management reported no remaining Education Realty Trust Inc position as of Q4 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 142,401 Education Realty Trust Inc shares in Q4 2014, an estimated $4.39M.
  • Insight Capital Research & Management first reported a position in Education Realty Trust Inc in Q2 2014 and held it in 2 quarters.
  • Insight Capital Research & Management's Education Realty Trust Inc position peaked at $5.34M in Q2 2014.
  • 179 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q4 2014.

Based on Insight Capital Research & Management's 13F filing for Q4 2014, filed 10 Feb 2015.