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Omnia Family Wealth’s Strategic Education STRA Stock Holding History

Omnia Family Wealth’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-35
Closed -$3K – 637
2017
Q3 		$3K Hold
35
– – ﹤0.01% 406
2017
Q2 		$3K Hold
35
– – ﹤0.01% 536
2017
Q1 		$3K Hold
35
– – ﹤0.01% 532
2016
Q4 		$3K Buy
+35
New +$2.29K ﹤0.01% 537

Other funds holding STRA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return

Omnia Family Wealth's STRA Position: Q4 2017 in Review

Omnia Family Wealth sold out of Strategic Education (STRA) in Q4 2017, closing a stake of 35 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in STRA in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 146 funds tracked by Wall St. Rank hold STRA as of Q4 2017.

  • Omnia Family Wealth reported no remaining Strategic Education position as of Q4 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 35 Strategic Education shares in Q4 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in Strategic Education in Q4 2016 and held it in 4 quarters.
  • Omnia Family Wealth's Strategic Education position peaked at $3K in Q3 2017.
  • 146 funds tracked by Wall St. Rank held Strategic Education as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.