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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

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BlackRock
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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 $21.8B AUM 23.45% 1-Year Est. Return
Ameriprise
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return