MFW
EDR

Mosaic Family Wealth’s Education Realty Trust Inc EDR Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-130
Closed -$5K – 986
2017
Q3 		$5K Buy
+130
New +$4.98K ﹤0.01% 728

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mosaic Family Wealth's EDR Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Education Realty Trust Inc (EDR) in Q4 2017, closing a stake of 130 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in EDR in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 236 funds tracked by Wall St. Rank hold EDR as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Education Realty Trust Inc position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 130 Education Realty Trust Inc shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Education Realty Trust Inc in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Education Realty Trust Inc position peaked at $5K in Q3 2017.
  • 236 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.