WA
EDU icon

WFG Advisors’s New Oriental EDU Stock Holding History

WFG 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
2015
Q1 		– Sell
-15
Closed – – 1837
2014
Q4 		$0 Buy
+15
New +$326 ﹤0.01% 2113

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

WFG Advisors's EDU Position: Q1 2015 in Review

WFG Advisors sold out of New Oriental (EDU) in Q1 2015, closing a stake of 15 shares.

WFG Advisors first reported a position in EDU in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 111 funds tracked by Wall St. Rank hold EDU as of Q1 2015.

  • WFG Advisors reported no remaining New Oriental position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 15 New Oriental shares in Q1 2015.
  • WFG Advisors first reported a position in New Oriental in Q4 2014 and held it in 1 quarter.
  • WFG Advisors's New Oriental position peaked at $0 in Q4 2014.
  • 111 funds tracked by Wall St. Rank held New Oriental as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.