OFI Advisors’s TAL Education Group TAL Stock Holding History

OFI Advisors’s Portfolio TAL Stock Details TAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-5,436	Closed	-$25K	–	1717
2014 Q4	$25K	Buy	5,436 +2,256	+71%	+$11.8K	﹤0.01%	1665
2014 Q3	$19K	Buy	3,180 +2,190	+221%	+$11.6K	﹤0.01%	1666
2014 Q2	$5K	Hold	990	–	–	﹤0.01%	1689
2014 Q1	$4K	Buy	+990	New	+$3.91K	﹤0.01%	1703

Other funds holding TAL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OFI Advisors's TAL Position: Q1 2015 in Review

OFI Advisors sold out of TAL Education Group (TAL) in Q1 2015, closing a stake of 5,436 shares — an estimated $25K sold.

OFI Advisors first reported a position in TAL in Q1 2014 and held it in 4 quarters. The position peaked at $25K in Q4 2014. 90 funds tracked by Wall St. Rank hold TAL as of Q1 2015.

OFI Advisors reported no remaining TAL Education Group position as of Q1 2015 after selling out during the quarter.
OFI Advisors sold 5,436 TAL Education Group shares in Q1 2015, an estimated $25K.
OFI Advisors first reported a position in TAL Education Group in Q1 2014 and held it in 4 quarters.
OFI Advisors's TAL Education Group position peaked at $25K in Q4 2014.
90 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2015.

Based on OFI Advisors's 13F filing for Q1 2015, filed 15 May 2015.