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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

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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $97.9B AUM 20.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return