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Northeast Financial Consultants’s New Oriental EDU Stock Holding History

Northeast Financial Consultants’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
2019
Q4 		– Sell
-2,261
Closed -$250K – 320
2019
Q3 		$250K Hold
2,261
– – 0.03% 269
2019
Q2 		$218K Buy
+2,261
New +$202K 0.02% 296

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UBS AM
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Schroder Investment Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northeast Financial Consultants's EDU Position: Q4 2019 in Review

Northeast Financial Consultants sold out of New Oriental (EDU) in Q4 2019, closing a stake of 2,261 shares — an estimated $250K sold.

Northeast Financial Consultants first reported a position in EDU in Q2 2019 and held it in 2 quarters. The position peaked at $250K in Q3 2019. 419 funds tracked by Wall St. Rank hold EDU as of Q4 2019.

  • Northeast Financial Consultants reported no remaining New Oriental position as of Q4 2019 after selling out during the quarter.
  • Northeast Financial Consultants sold 2,261 New Oriental shares in Q4 2019, an estimated $250K.
  • Northeast Financial Consultants first reported a position in New Oriental in Q2 2019 and held it in 2 quarters.
  • Northeast Financial Consultants's New Oriental position peaked at $250K in Q3 2019.
  • 419 funds tracked by Wall St. Rank held New Oriental as of Q4 2019.

Based on Northeast Financial Consultants's 13F filing for Q4 2019, filed 14 Feb 2020.