KJWM
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Kiley Juergens Wealth Management’s New Oriental EDU Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-32
Closed – – 207
2018
Q3 		$0 Hold
32
– – ﹤0.01% 672
2018
Q2 		$0 Buy
+32
New +$3.06K ﹤0.01% 610

Other funds holding EDU

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Kiley Juergens Wealth Management's EDU Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of New Oriental (EDU) in Q4 2018, closing a stake of 32 shares.

Kiley Juergens Wealth Management first reported a position in EDU in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 274 funds tracked by Wall St. Rank hold EDU as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining New Oriental position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 32 New Oriental shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in New Oriental in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's New Oriental position peaked at $0 in Q3 2018.
  • 274 funds tracked by Wall St. Rank held New Oriental as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.