R&F Capital Advisors’s New Oriental EDU Stock Holding History

R&F Capital 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
2017 Q1	–	Sell	-8,310	Closed	-$350K	–	715
2016 Q4	$350K	Buy	+8,310	New	+$391K	0.12%	262

Other funds holding EDU

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

R&F Capital Advisors's EDU Position: Q1 2017 in Review

R&F Capital Advisors sold out of New Oriental (EDU) in Q1 2017, closing a stake of 8,310 shares — an estimated $350K sold.

R&F Capital Advisors first reported a position in EDU in Q4 2016 and held it in 1 quarter. The position peaked at $350K in Q4 2016. 251 funds tracked by Wall St. Rank hold EDU as of Q1 2017.

R&F Capital Advisors reported no remaining New Oriental position as of Q1 2017 after selling out during the quarter.
R&F Capital Advisors sold 8,310 New Oriental shares in Q1 2017, an estimated $350K.
R&F Capital Advisors first reported a position in New Oriental in Q4 2016 and held it in 1 quarter.
R&F Capital Advisors's New Oriental position peaked at $350K in Q4 2016.
251 funds tracked by Wall St. Rank held New Oriental as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.