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JNBA Financial Advisors’s New Oriental EDU Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-219
Closed -$10K – 722
2016
Q3 		$10K Buy
+219
New +$9.5K ﹤0.01% 1011

Other funds holding EDU

Schroder Investment Management Group
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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JNBA Financial Advisors's EDU Position: Q4 2016 in Review

JNBA Financial Advisors sold out of New Oriental (EDU) in Q4 2016, closing a stake of 219 shares — an estimated $10K sold.

JNBA Financial Advisors first reported a position in EDU in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 250 funds tracked by Wall St. Rank hold EDU as of Q4 2016.

  • JNBA Financial Advisors reported no remaining New Oriental position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 219 New Oriental shares in Q4 2016, an estimated $10K.
  • JNBA Financial Advisors first reported a position in New Oriental in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's New Oriental position peaked at $10K in Q3 2016.
  • 250 funds tracked by Wall St. Rank held New Oriental as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.