SCM
EDR

Shelton Capital Management’s Education Realty Trust Inc EDR Stock Holding History

Shelton Capital Management’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
2017
Q1 		– Sell
-9,749
Closed -$412K – 927
2016
Q4 		$412K Hold
9,749
– – 0.03% 457
2016
Q3 		$421K Buy
9,749
+4,640
+91% +$212K 0.04% 436
2016
Q2 		$236K Hold
5,109
– – 0.02% 649
2016
Q1 		$213K Buy
+5,109
New +$200K 0.02% 699

Other funds holding EDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shelton Capital Management's EDR Position: Q1 2017 in Review

Shelton Capital Management sold out of Education Realty Trust Inc (EDR) in Q1 2017, closing a stake of 9,749 shares — an estimated $412K sold.

Shelton Capital Management first reported a position in EDR in Q1 2016 and held it in 4 quarters. The position peaked at $421K in Q3 2016. 219 funds tracked by Wall St. Rank hold EDR as of Q1 2017.

  • Shelton Capital Management reported no remaining Education Realty Trust Inc position as of Q1 2017 after selling out during the quarter.
  • Shelton Capital Management sold 9,749 Education Realty Trust Inc shares in Q1 2017, an estimated $412K.
  • Shelton Capital Management first reported a position in Education Realty Trust Inc in Q1 2016 and held it in 4 quarters.
  • Shelton Capital Management's Education Realty Trust Inc position peaked at $421K in Q3 2016.
  • 219 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2017.

Based on Shelton Capital Management's 13F filing for Q1 2017, filed 15 May 2017.