SWM
EDU icon

SeaCrest Wealth Management’s New Oriental EDU Stock Holding History

SeaCrest Wealth Management’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
-1,000
Closed -$94K – 2215
2017
Q4 		$94K Buy
+1,000
New +$88.8K 0.02% 734

Other funds holding EDU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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

SeaCrest Wealth Management's EDU Position: Q1 2018 in Review

SeaCrest Wealth Management sold out of New Oriental (EDU) in Q1 2018, closing a stake of 1,000 shares — an estimated $94K sold.

SeaCrest Wealth Management first reported a position in EDU in Q4 2017 and held it in 1 quarter. The position peaked at $94K in Q4 2017. 303 funds tracked by Wall St. Rank hold EDU as of Q1 2018.

  • SeaCrest Wealth Management reported no remaining New Oriental position as of Q1 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,000 New Oriental shares in Q1 2018, an estimated $94K.
  • SeaCrest Wealth Management first reported a position in New Oriental in Q4 2017 and held it in 1 quarter.
  • SeaCrest Wealth Management's New Oriental position peaked at $94K in Q4 2017.
  • 303 funds tracked by Wall St. Rank held New Oriental as of Q1 2018.

Based on SeaCrest Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.