Northwestern Mutual Wealth Management
EDR

Northwestern Mutual Wealth Management’s Education Realty Trust Inc EDR Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-59
Closed -$2K – 2238
2017
Q1 		$2K Buy
+59
New +$2.41K ﹤0.01% 1885
2015
Q3 		– Sell
-47
Closed -$1K – 1925
2015
Q2 		$1K Hold
47
– – ﹤0.01% 1357
2015
Q1 		$2K Buy
+47
New +$1.69K ﹤0.01% 1414
2014
Q4 		– Sell
-48
Closed -$1K – 1872
2014
Q3 		$1K Hold
48
– – ﹤0.01% 1292
2014
Q2 		$2K Hold
48
– – ﹤0.01% 1173
2014
Q1 		$1K Hold
48
– – ﹤0.01% 1229
2013
Q4 		$1K Hold
48
– – ﹤0.01% 1341
2013
Q3 		$1K Hold
48
– – ﹤0.01% 1308
2013
Q2 		$1K Buy
+48
New +$1.53K ﹤0.01% 1212

Other funds holding EDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northwestern Mutual Wealth Management's EDR Position: Q2 2017 in Review

Northwestern Mutual Wealth Management sold out of Education Realty Trust Inc (EDR) in Q2 2017, closing a stake of 59 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in EDR in Q2 2013 and held it in 9 quarters. The position peaked at $2K in Q1 2017. 219 funds tracked by Wall St. Rank hold EDR as of Q2 2017.

  • Northwestern Mutual Wealth Management reported no remaining Education Realty Trust Inc position as of Q2 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 59 Education Realty Trust Inc shares in Q2 2017, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in Education Realty Trust Inc in Q2 2013 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's Education Realty Trust Inc position peaked at $2K in Q1 2017.
  • 219 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q2 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.