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Plante Moran Financial Advisors’s New Oriental EDU Stock Holding History

Plante Moran Financial 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
2019
Q3 		– Sell
-537
Closed -$52K – 856
2019
Q2 		$52K Hold
537
– – 0.02% 335
2019
Q1 		$48K Buy
+537
New +$40.4K 0.01% 339

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UBS AM
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GIM
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plante Moran Financial Advisors's EDU Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of New Oriental (EDU) in Q3 2019, closing a stake of 537 shares — an estimated $52K sold.

Plante Moran Financial Advisors first reported a position in EDU in Q1 2019 and held it in 2 quarters. The position peaked at $52K in Q2 2019. 357 funds tracked by Wall St. Rank hold EDU as of Q3 2019.

  • Plante Moran Financial Advisors reported no remaining New Oriental position as of Q3 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 537 New Oriental shares in Q3 2019, an estimated $52K.
  • Plante Moran Financial Advisors first reported a position in New Oriental in Q1 2019 and held it in 2 quarters.
  • Plante Moran Financial Advisors's New Oriental position peaked at $52K in Q2 2019.
  • 357 funds tracked by Wall St. Rank held New Oriental as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.