United Capital Financial Advisors
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United Capital Financial Advisors’s New Oriental EDU Stock Holding History

United Capital Financial Advisors’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
2014
Q2 		– Sell
-33,916
Closed -$995K – 828
2014
Q1 		$995K Buy
+33,916
New +$1.02M 0.02% 494

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BCPEM
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United Capital Financial Advisors's EDU Position: Q2 2014 in Review

United Capital Financial Advisors sold out of New Oriental (EDU) in Q2 2014, closing a stake of 33,916 shares — an estimated $995K sold.

United Capital Financial Advisors first reported a position in EDU in Q1 2014 and held it in 1 quarter. The position peaked at $995K in Q1 2014. 149 funds tracked by Wall St. Rank hold EDU as of Q2 2014.

  • United Capital Financial Advisors reported no remaining New Oriental position as of Q2 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 33,916 New Oriental shares in Q2 2014, an estimated $995K.
  • United Capital Financial Advisors first reported a position in New Oriental in Q1 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's New Oriental position peaked at $995K in Q1 2014.
  • 149 funds tracked by Wall St. Rank held New Oriental as of Q2 2014.

Based on United Capital Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.