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Pin Oak Investment Advisors’s New Oriental EDU Stock Holding History

Pin Oak Investment Advisors’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
2018
Q3 		– Sell
-112
Closed -$11K – 420
2018
Q2 		$11K Hold
112
– – 0.01% 314
2018
Q1 		$10K Hold
112
– – 0.01% 328
2017
Q4 		$11K Buy
+112
New +$9.94K 0.01% 330

Other funds holding EDU

Schroder Investment Management Group
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DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pin Oak Investment Advisors's EDU Position: Q3 2018 in Review

Pin Oak Investment Advisors sold out of New Oriental (EDU) in Q3 2018, closing a stake of 112 shares — an estimated $11K sold.

Pin Oak Investment Advisors first reported a position in EDU in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 291 funds tracked by Wall St. Rank hold EDU as of Q3 2018.

  • Pin Oak Investment Advisors reported no remaining New Oriental position as of Q3 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 112 New Oriental shares in Q3 2018, an estimated $11K.
  • Pin Oak Investment Advisors first reported a position in New Oriental in Q4 2017 and held it in 3 quarters.
  • Pin Oak Investment Advisors's New Oriental position peaked at $11K in Q2 2018.
  • 291 funds tracked by Wall St. Rank held New Oriental as of Q3 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.