U.S. Global Investors (USGI)’s TAL Education Group TAL Stock Holding History

U.S. Global Investors (USGI)’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
2015 Q1	–	Sell	-37,200	Closed	-$174K	–	364
2014 Q4	$174K	Hold	37,200	–	–	0.05%	233
2014 Q3	$217K	Buy	+37,200	New	+$198K	0.06%	199

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

U.S. Global Investors (USGI)'s TAL Position: Q1 2015 in Review

U.S. Global Investors (USGI) sold out of TAL Education Group (TAL) in Q1 2015, closing a stake of 37,200 shares — an estimated $174K sold.

U.S. Global Investors (USGI) first reported a position in TAL in Q3 2014 and held it in 2 quarters. The position peaked at $217K in Q3 2014. 90 funds tracked by Wall St. Rank hold TAL as of Q1 2015.

U.S. Global Investors (USGI) reported no remaining TAL Education Group position as of Q1 2015 after selling out during the quarter.
U.S. Global Investors (USGI) sold 37,200 TAL Education Group shares in Q1 2015, an estimated $174K.
U.S. Global Investors (USGI) first reported a position in TAL Education Group in Q3 2014 and held it in 2 quarters.
U.S. Global Investors (USGI)'s TAL Education Group position peaked at $217K in Q3 2014.
90 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2015.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2015, filed 15 May 2015.