Jacobs Levy Equity Management
EDR

Jacobs Levy Equity Management’s Education Realty Trust Inc EDR Stock Holding History

Jacobs Levy Equity 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
Q3 		– Sell
-33,133
Closed -$1.07M – 954
2014
Q2 		$1.07M Buy
+33,133
New +$1.02M 0.02% 500

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Jacobs Levy Equity Management's EDR Position: Q3 2014 in Review

Jacobs Levy Equity Management sold out of Education Realty Trust Inc (EDR) in Q3 2014, closing a stake of 33,133 shares — an estimated $1.07M sold.

Jacobs Levy Equity Management first reported a position in EDR in Q2 2014 and held it in 1 quarter. The position peaked at $1.07M in Q2 2014. 187 funds tracked by Wall St. Rank hold EDR as of Q3 2014.

  • Jacobs Levy Equity Management reported no remaining Education Realty Trust Inc position as of Q3 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 33,133 Education Realty Trust Inc shares in Q3 2014, an estimated $1.07M.
  • Jacobs Levy Equity Management first reported a position in Education Realty Trust Inc in Q2 2014 and held it in 1 quarter.
  • Jacobs Levy Equity Management's Education Realty Trust Inc position peaked at $1.07M in Q2 2014.
  • 187 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q3 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2014, filed 14 Nov 2014.