W
EDR

Wealthfront’s Education Realty Trust Inc EDR Stock Holding History

Wealthfront’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
Q4 		– Sell
-510
Closed -$17K – 1252
2015
Q3 		$17K Buy
+510
New +$15.8K ﹤0.01% 805
2015
Q2 		– Sell
-127
Closed -$4K – 1423
2015
Q1 		$4K Buy
127
+126
+12,600% +$4.53K ﹤0.01% 871
2014
Q4 		$0 Buy
+1
New +$34 ﹤0.01% 1106

Other funds holding EDR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthfront's EDR Position: Q4 2015 in Review

Wealthfront sold out of Education Realty Trust Inc (EDR) in Q4 2015, closing a stake of 510 shares — an estimated $17K sold.

Wealthfront first reported a position in EDR in Q4 2014 and held it in 3 quarters. The position peaked at $17K in Q3 2015. 193 funds tracked by Wall St. Rank hold EDR as of Q4 2015.

  • Wealthfront reported no remaining Education Realty Trust Inc position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 510 Education Realty Trust Inc shares in Q4 2015, an estimated $17K.
  • Wealthfront first reported a position in Education Realty Trust Inc in Q4 2014 and held it in 3 quarters.
  • Wealthfront's Education Realty Trust Inc position peaked at $17K in Q3 2015.
  • 193 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.