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Tortoise Investment Management’s Education Realty Trust Inc EDR Stock Holding History

Tortoise Investment 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
-297
Closed -$13K – 529
2016
Q4 		$13K Hold
297
– – ﹤0.01% 307
2016
Q3 		$13K Buy
+297
New +$13.6K ﹤0.01% 284

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tortoise Investment Management's EDR Position: Q1 2017 in Review

Tortoise Investment Management sold out of Education Realty Trust Inc (EDR) in Q1 2017, closing a stake of 297 shares — an estimated $13K sold.

Tortoise Investment Management first reported a position in EDR in Q3 2016 and held it in 2 quarters. The position peaked at $13K in Q4 2016. 219 funds tracked by Wall St. Rank hold EDR as of Q1 2017.

  • Tortoise Investment Management reported no remaining Education Realty Trust Inc position as of Q1 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 297 Education Realty Trust Inc shares in Q1 2017, an estimated $13K.
  • Tortoise Investment Management first reported a position in Education Realty Trust Inc in Q3 2016 and held it in 2 quarters.
  • Tortoise Investment Management's Education Realty Trust Inc position peaked at $13K in Q4 2016.
  • 219 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2017.

Based on Tortoise Investment Management's 13F filing for Q1 2017, filed 9 May 2017.