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Regal Investment Advisors’s New Oriental EDU Stock Holding History

Regal 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
2014
Q1 		– Sell
-398
Closed -$13K – 898
2013
Q4 		$13K Buy
+398
New +$11.1K 0.01% 538

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AG
Ashmore Group London, United Kingdom $773M AUM 50.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Regal Investment Advisors's EDU Position: Q1 2014 in Review

Regal Investment Advisors sold out of New Oriental (EDU) in Q1 2014, closing a stake of 398 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in EDU in Q4 2013 and held it in 1 quarter. The position peaked at $13K in Q4 2013. 142 funds tracked by Wall St. Rank hold EDU as of Q1 2014.

  • Regal Investment Advisors reported no remaining New Oriental position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 398 New Oriental shares in Q1 2014, an estimated $13K.
  • Regal Investment Advisors first reported a position in New Oriental in Q4 2013 and held it in 1 quarter.
  • Regal Investment Advisors's New Oriental position peaked at $13K in Q4 2013.
  • 142 funds tracked by Wall St. Rank held New Oriental as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.