Smith Group Asset Management’s TAL Education Group TAL Stock Holding History

Smith Group Asset Management’s Portfolio TAL Stock Details TAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-47,172	Closed	-$275K	–	442
2014 Q3	$275K	Sell	47,172 -22,374	-32%	-$119K	0.01%	207
2014 Q2	$319K	Hold	69,546	–	–	0.01%	200
2014 Q1	$261K	Sell	69,546 -6,636	-9%	-$26.2K	0.01%	207
2013 Q4	$279K	Buy	+76,182	New	+$235K	0.01%	196

Other funds holding TAL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

PCM

Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Smith Group Asset Management's TAL Position: Q4 2014 in Review

Smith Group Asset Management sold out of TAL Education Group (TAL) in Q4 2014, closing a stake of 47,172 shares — an estimated $275K sold.

Smith Group Asset Management first reported a position in TAL in Q4 2013 and held it in 4 quarters. The position peaked at $319K in Q2 2014. 102 funds tracked by Wall St. Rank hold TAL as of Q4 2014.

Smith Group Asset Management reported no remaining TAL Education Group position as of Q4 2014 after selling out during the quarter.
Smith Group Asset Management sold 47,172 TAL Education Group shares in Q4 2014, an estimated $275K.
Smith Group Asset Management first reported a position in TAL Education Group in Q4 2013 and held it in 4 quarters.
Smith Group Asset Management's TAL Education Group position peaked at $319K in Q2 2014.
102 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2014.

Based on Smith Group Asset Management's 13F filing for Q4 2014, filed 27 Jan 2015.