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Squar Milner Financial Services’s New Oriental EDU Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-192
Closed -$18K – 781
2018
Q2 		$18K Buy
+192
New +$18.4K 0.02% 495

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Wellington Management Group
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O
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Ameriprise
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UBS AM
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Vanguard Group
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GAM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Squar Milner Financial Services's EDU Position: Q3 2018 in Review

Squar Milner Financial Services sold out of New Oriental (EDU) in Q3 2018, closing a stake of 192 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in EDU in Q2 2018 and held it in 1 quarter. The position peaked at $18K in Q2 2018. 291 funds tracked by Wall St. Rank hold EDU as of Q3 2018.

  • Squar Milner Financial Services reported no remaining New Oriental position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 192 New Oriental shares in Q3 2018, an estimated $18K.
  • Squar Milner Financial Services first reported a position in New Oriental in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's New Oriental position peaked at $18K in Q2 2018.
  • 291 funds tracked by Wall St. Rank held New Oriental as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.