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MSI Financial Services’s New Oriental EDU Stock Holding History

MSI Financial Services’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 		$0 Buy
+6
New +$283 ﹤0.01% 3867
2016
Q1 		– Sell
-300
Closed -$9K – 3983
2015
Q4 		$9K Buy
+300
New +$8.45K ﹤0.01% 2757

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
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

MSI Financial Services's EDU Position: Q4 2016 in Review

MSI Financial Services opened a new position in New Oriental (EDU) in Q4 2016: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #3867 among its holdings. This is a return to the name: MSI Financial Services previously reported a position in EDU as recently as Q4 2015.

MSI Financial Services first reported a position in EDU in Q4 2015 and has held it in 2 quarters since. The position peaked at $9K in Q4 2015. 250 funds tracked by Wall St. Rank hold EDU as of Q4 2016.

  • MSI Financial Services held 6 shares of New Oriental worth $0 as of Q4 2016.
  • New Oriental was a new MSI Financial Services position in Q4 2016.
  • New Oriental made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3867 holding.
  • MSI Financial Services first reported a position in New Oriental in Q4 2015 and has held it in 2 quarters since.
  • MSI Financial Services's New Oriental position peaked at $9K in Q4 2015.
  • 250 funds tracked by Wall St. Rank held New Oriental as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.