WAM
EDR

Wealthspire Advisors (Maryland)’s Education Realty Trust Inc EDR Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-1,444
Closed -$60K – 2607
2018
Q2 		$60K Buy
1,444
+42
+3% +$1.5K 0.01% 905
2018
Q1 		$46K Sell
1,402
-10
-0.7% -$323 ﹤0.01% 1023
2017
Q4 		$49K Buy
1,412
+220
+18% +$7.93K ﹤0.01% 1024
2017
Q3 		$43K Buy
1,192
+256
+27% +$9.81K ﹤0.01% 1039
2017
Q2 		$36K Hold
936
– – ﹤0.01% 1064
2017
Q1 		$38K Buy
936
+3
+0.3% +$123 0.01% 881
2016
Q4 		$39K Sell
933
-191
-17% -$7.83K 0.01% 845
2016
Q3 		$48K Buy
1,124
+172
+18% +$7.86K 0.01% 786
2016
Q2 		$44K Buy
952
+191
+25% +$8.02K 0.01% 778
2016
Q1 		$32K Buy
761
+80
+12% +$3.13K 0.01% 819
2015
Q4 		$26K Buy
+681
New +$24.4K ﹤0.01% 900

Wealthspire Advisors (Maryland)'s EDR Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Education Realty Trust Inc (EDR) in Q3 2018, closing a stake of 1,444 shares — an estimated $60K sold.

Wealthspire Advisors (Maryland) first reported a position in EDR in Q4 2015 and held it in 11 quarters. The position peaked at $60K in Q2 2018. 0 funds tracked by Wall St. Rank hold EDR as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Education Realty Trust Inc position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,444 Education Realty Trust Inc shares in Q3 2018, an estimated $60K.
  • Wealthspire Advisors (Maryland) first reported a position in Education Realty Trust Inc in Q4 2015 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Education Realty Trust Inc position peaked at $60K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.