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.