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Obermeyer Wealth Partners’s New Oriental EDU Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-320
Closed -$7K – 130
2013
Q2 		$7K Buy
+320
New +$6.3K ﹤0.01% 296

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Wells Fargo
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BCPEM
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TAA
Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
CAM
Coronation Asset Management Cape Town, South Africa $2.41B AUM 7.72% 1-Year Est. Return
SR
Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Obermeyer Wealth Partners's EDU Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of New Oriental (EDU) in Q3 2013, closing a stake of 320 shares — an estimated $7K sold.

Obermeyer Wealth Partners first reported a position in EDU in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 131 funds tracked by Wall St. Rank hold EDU as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining New Oriental position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 320 New Oriental shares in Q3 2013, an estimated $7K.
  • Obermeyer Wealth Partners first reported a position in New Oriental in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's New Oriental position peaked at $7K in Q2 2013.
  • 131 funds tracked by Wall St. Rank held New Oriental as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.