WA
EDR

WFG Advisors’s Education Realty Trust Inc EDR Stock Holding History

WFG 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
2014
Q1 		– Sell
-383
Closed -$10K – 2324
2013
Q4 		$10K Buy
383
+133
+53% +$3.56K ﹤0.01% 1592
2013
Q3 		$7K Buy
250
+83
+50% +$2.35K ﹤0.01% 1653
2013
Q2 		$5K Buy
+167
New +$5.34K ﹤0.01% 1687

Other funds holding EDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's EDR Position: Q1 2014 in Review

WFG Advisors sold out of Education Realty Trust Inc (EDR) in Q1 2014, closing a stake of 383 shares — an estimated $10K sold.

WFG Advisors first reported a position in EDR in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q4 2013. 167 funds tracked by Wall St. Rank hold EDR as of Q1 2014.

  • WFG Advisors reported no remaining Education Realty Trust Inc position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 383 Education Realty Trust Inc shares in Q1 2014, an estimated $10K.
  • WFG Advisors first reported a position in Education Realty Trust Inc in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Education Realty Trust Inc position peaked at $10K in Q4 2013.
  • 167 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.