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UBS’s Educational Development Corp EDUC Stock Holding History

UBS’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Hold
2,000
– – ﹤0.01% 9433
2014
Q2 		$4K Sell
2,000
-5,816
-74% -$11.1K ﹤0.01% 9652
2014
Q1 		$15K Buy
7,816
+4,342
+125% +$7.83K ﹤0.01% 8445
2013
Q4 		$5K Buy
3,474
+720
+26% +$1.06K ﹤0.01% 9541
2013
Q3 		$4K Sell
2,754
-2,964
-52% -$4.47K ﹤0.01% 9554
2013
Q2 		$9K Buy
+5,718
New +$10.1K ﹤0.01% 8724

Other funds holding EDUC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS's EDUC Position: Q3 2014 in Review

UBS held its Educational Development Corp (EDUC) position steady in Q3 2014 at 2,000 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #9433.

UBS first reported a position in EDUC in Q2 2013 and has held it in 6 quarters since. The position peaked at $15K in Q1 2014. 12 funds tracked by Wall St. Rank hold EDUC as of Q3 2014.

  • UBS held 2,000 shares of Educational Development Corp worth $5K as of Q3 2014.
  • UBS left its Educational Development Corp share count unchanged in Q3 2014.
  • Educational Development Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9433 holding.
  • UBS first reported a position in Educational Development Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Educational Development Corp position peaked at $15K in Q1 2014.
  • 12 funds tracked by Wall St. Rank held Educational Development Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.