NFG
EDR

Next Financial Group’s Education Realty Trust Inc EDR Stock Holding History

Next Financial Group’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
-17
Closed -$1K – 1694
2017
Q3 		$1K Hold
17
– – ﹤0.01% 1729
2017
Q2 		$1K Hold
17
– – ﹤0.01% 1883
2017
Q1 		$1K Hold
17
– – ﹤0.01% 1851
2016
Q4 		$1K Hold
17
– – ﹤0.01% 2344
2016
Q3 		$1K Hold
17
– – ﹤0.01% 2341
2016
Q2 		$0 Hold
17
– – ﹤0.01% 1910
2016
Q1 		$0 Hold
17
– – ﹤0.01% 1938
2015
Q4 		$0 Hold
17
– – ﹤0.01% 2011
2015
Q3 		$0 Hold
17
– – ﹤0.01% 2026
2015
Q2 		$0 Hold
17
– – ﹤0.01% 2022
2015
Q1 		$0 Hold
17
– – ﹤0.01% 2017
2014
Q4 		$1K Sell
17
-1
-6% -$34 ﹤0.01% 1858
2014
Q3 		$1K Hold
18
– – ﹤0.01% 2469
2014
Q2 		$1K Buy
+18
New +$557 ﹤0.01% 1184

Other funds holding EDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Next Financial Group's EDR Position: Q4 2017 in Review

Next Financial Group sold out of Education Realty Trust Inc (EDR) in Q4 2017, closing a stake of 17 shares — an estimated $1K sold.

Next Financial Group first reported a position in EDR in Q2 2014 and held it in 14 quarters. The position peaked at $1K in Q3 2017. 236 funds tracked by Wall St. Rank hold EDR as of Q4 2017.

  • Next Financial Group reported no remaining Education Realty Trust Inc position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 17 Education Realty Trust Inc shares in Q4 2017, an estimated $1K.
  • Next Financial Group first reported a position in Education Realty Trust Inc in Q2 2014 and held it in 14 quarters.
  • Next Financial Group's Education Realty Trust Inc position peaked at $1K in Q3 2017.
  • 236 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.