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Reilly Financial Advisors’s New Oriental EDU Stock Holding History

Reilly 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
2018
Q1 		– Sell
-150
Closed -$14K – 993
2017
Q4 		$14K Buy
150
+30
+25% +$2.66K ﹤0.01% 576
2017
Q3 		$11K Hold
120
– – ﹤0.01% 614
2017
Q2 		$8K Hold
120
– – ﹤0.01% 675
2017
Q1 		$7K Hold
120
– – ﹤0.01% 670
2016
Q4 		$5K Hold
120
– – ﹤0.01% 665
2016
Q3 		$6K Hold
120
– – ﹤0.01% 608
2016
Q2 		$5K Buy
+120
New +$4.74K ﹤0.01% 595

Other funds holding EDU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Reilly Financial Advisors's EDU Position: Q1 2018 in Review

Reilly Financial Advisors sold out of New Oriental (EDU) in Q1 2018, closing a stake of 150 shares — an estimated $14K sold.

Reilly Financial Advisors first reported a position in EDU in Q2 2016 and held it in 7 quarters. The position peaked at $14K in Q4 2017. 303 funds tracked by Wall St. Rank hold EDU as of Q1 2018.

  • Reilly Financial Advisors reported no remaining New Oriental position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 150 New Oriental shares in Q1 2018, an estimated $14K.
  • Reilly Financial Advisors first reported a position in New Oriental in Q2 2016 and held it in 7 quarters.
  • Reilly Financial Advisors's New Oriental position peaked at $14K in Q4 2017.
  • 303 funds tracked by Wall St. Rank held New Oriental as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.