United Capital Financial Advisors’s Education Realty Trust Inc EDR Stock Holding History

United Capital Financial Advisors’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
2015 Q2	–	Sell	-15,137	Closed	-$509K	–	1325
2015 Q1	$509K	Buy	15,137 +38	+0.3%	+$1.36K	0.01%	887
2014 Q4	$552K	Sell	15,099 -577	-4%	-$19.8K	0.01%	794
2014 Q3	$483K	Buy	15,676 +1,037	+7%	+$33.4K	0.01%	802
2014 Q2	$472K	Buy	14,639 +3,653	+33%	+$113K	0.01%	693
2014 Q1	$325K	Buy	10,986 +3,797	+53%	+$106K	0.01%	763
2013 Q4	$190K	Buy	+7,189	New	+$193K	0.01%	609

Other funds holding EDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

United Capital Financial Advisors's EDR Position: Q2 2015 in Review

United Capital Financial Advisors sold out of Education Realty Trust Inc (EDR) in Q2 2015, closing a stake of 15,137 shares — an estimated $509K sold.

United Capital Financial Advisors first reported a position in EDR in Q4 2013 and held it in 6 quarters. The position peaked at $552K in Q4 2014. 173 funds tracked by Wall St. Rank hold EDR as of Q2 2015.

United Capital Financial Advisors reported no remaining Education Realty Trust Inc position as of Q2 2015 after selling out during the quarter.
United Capital Financial Advisors sold 15,137 Education Realty Trust Inc shares in Q2 2015, an estimated $509K.
United Capital Financial Advisors first reported a position in Education Realty Trust Inc in Q4 2013 and held it in 6 quarters.
United Capital Financial Advisors's Education Realty Trust Inc position peaked at $552K in Q4 2014.
173 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.