RWA
EDR icon

Ropes Wealth Advisors’s Education Realty Trust Inc EDR Stock Holding History

Ropes Wealth Advisors’s Portfolio EDR Stock Details EDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-284
Closed -$10K – 818
2017
Q4 		$10K Hold
284
– – ﹤0.01% 538
2017
Q3 		$10K Buy
+284
New +$10.9K ﹤0.01% 521

Other funds holding EDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM

Ropes Wealth Advisors's EDR Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Education Realty Trust Inc (EDR) in Q1 2018, closing a stake of 284 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in EDR in Q3 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 225 funds tracked by Wall St. Rank hold EDR as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Education Realty Trust Inc position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 284 Education Realty Trust Inc shares in Q1 2018, an estimated $10K.
  • Ropes Wealth Advisors first reported a position in Education Realty Trust Inc in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Education Realty Trust Inc position peaked at $10K in Q4 2017.
  • 225 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2018.

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