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Kanaly Trust’s New Oriental EDU Stock Holding History

Kanaly Trust’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 		$1K Sell
31
-12
-28% -$565 ﹤0.01% 863
2016
Q3 		$2K Sell
43
-6
-12% -$260 ﹤0.01% 776
2016
Q2 		$2K Sell
49
-2
-4% -$79 ﹤0.01% 765
2016
Q1 		$2K Sell
51
-37
-42% -$1.16K ﹤0.01% 764
2015
Q4 		$3K Sell
88
-20
-19% -$563 ﹤0.01% 725
2015
Q3 		$2K Buy
108
+19
+21% +$407 ﹤0.01% 761
2015
Q2 		$2K Buy
+89
New +$2.21K ﹤0.01% 761

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $97.9B AUM 20.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kanaly Trust's EDU Position: Q4 2016 in Review

Kanaly Trust reduced its New Oriental (EDU) stake by 28% in Q4 2016, selling an estimated $565 and leaving 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Kanaly Trust first reported a position in EDU in Q2 2015 and has held it in 7 quarters since. The position peaked at $3K in Q4 2015. 250 funds tracked by Wall St. Rank hold EDU as of Q4 2016.

  • Kanaly Trust held 31 shares of New Oriental worth $1K as of Q4 2016.
  • Kanaly Trust sold 12 New Oriental shares in Q4 2016, an estimated $565.
  • New Oriental made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #863 holding.
  • Kanaly Trust first reported a position in New Oriental in Q2 2015 and has held it in 7 quarters since.
  • Kanaly Trust's New Oriental position peaked at $3K in Q4 2015.
  • 250 funds tracked by Wall St. Rank held New Oriental as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.