PMFA
EDR

Plante Moran Financial Advisors’s Education Realty Trust Inc EDR Stock Holding History

Plante Moran Financial Advisors’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
2016
Q1 		– Sell
-160
Closed -$6K – 1114
2015
Q4 		$6K Buy
+160
New +$5.72K ﹤0.01% 700
2015
Q1 		– Sell
-380
Closed -$14K – 829
2014
Q4 		$14K Hold
380
– – 0.01% 479
2014
Q3 		$12K Hold
380
– – 0.01% 505
2014
Q2 		$12K Buy
+380
New +$11.8K 0.01% 489

Other funds holding EDR

Vanguard Group
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Plante Moran Financial Advisors's EDR Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of Education Realty Trust Inc (EDR) in Q1 2016, closing a stake of 160 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in EDR in Q2 2014 and held it in 4 quarters. The position peaked at $14K in Q4 2014. 199 funds tracked by Wall St. Rank hold EDR as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining Education Realty Trust Inc position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 160 Education Realty Trust Inc shares in Q1 2016, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Education Realty Trust Inc in Q2 2014 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Education Realty Trust Inc position peaked at $14K in Q4 2014.
  • 199 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.