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Wolf Group Capital Advisors’s New Oriental EDU Stock Holding History

Wolf Group Capital 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
2016
Q4 		– Sell
-4,940
Closed -$229K – 106
2016
Q3 		$229K Sell
4,940
-4,750
-49% -$206K 0.16% 96
2016
Q2 		$406K Sell
9,690
-12,175
-56% -$481K 0.3% 75
2016
Q1 		$756K Sell
21,865
-19,205
-47% -$600K 0.57% 56
2015
Q4 		$1.29M Sell
41,070
-45,255
-52% -$1.27M 0.96% 45
2015
Q3 		$1.75M Sell
86,325
-3,350
-4% -$71.7K 1.4% 28
2015
Q2 		$2.2M Sell
89,675
-2,310
-3% -$57.2K 1.46% 25
2015
Q1 		$2.04M Buy
91,985
+10,535
+13% +$212K 1.41% 27
2014
Q4 		$1.66M Buy
81,450
+14,725
+22% +$320K 1.2% 28
2014
Q3 		$1.55M Buy
66,725
+13,185
+25% +$294K 1.16% 36
2014
Q2 		$1.42M Buy
53,540
+6,310
+13% +$163K 1.03% 41
2014
Q1 		$1.39M Buy
47,230
+200
+0.4% +$6.01K 1.07% 38
2013
Q4 		$1.48M Buy
+47,030
New +$1.31M 1.19% 35

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wolf Group Capital Advisors's EDU Position: Q4 2016 in Review

Wolf Group Capital Advisors sold out of New Oriental (EDU) in Q4 2016, closing a stake of 4,940 shares — an estimated $229K sold.

Wolf Group Capital Advisors first reported a position in EDU in Q4 2013 and held it in 12 quarters. The position peaked at $2.2M in Q2 2015. 250 funds tracked by Wall St. Rank hold EDU as of Q4 2016.

  • Wolf Group Capital Advisors reported no remaining New Oriental position as of Q4 2016 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 4,940 New Oriental shares in Q4 2016, an estimated $229K.
  • Wolf Group Capital Advisors first reported a position in New Oriental in Q4 2013 and held it in 12 quarters.
  • Wolf Group Capital Advisors's New Oriental position peaked at $2.2M in Q2 2015.
  • 250 funds tracked by Wall St. Rank held New Oriental as of Q4 2016.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.