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Zions Trust National Association’s New Oriental EDU Stock Holding History

Zions Trust National Association’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
2013
Q4 		– Sell
-400
Closed -$10K – 207
2013
Q3 		$10K Buy
+400
New +$9.14K 0.01% 157

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Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Zions Trust National Association's EDU Position: Q4 2013 in Review

Zions Trust National Association sold out of New Oriental (EDU) in Q4 2013, closing a stake of 400 shares — an estimated $10K sold.

Zions Trust National Association first reported a position in EDU in Q3 2013 and held it in 1 quarter. The position peaked at $10K in Q3 2013. 136 funds tracked by Wall St. Rank hold EDU as of Q4 2013.

  • Zions Trust National Association reported no remaining New Oriental position as of Q4 2013 after selling out during the quarter.
  • Zions Trust National Association sold 400 New Oriental shares in Q4 2013, an estimated $10K.
  • Zions Trust National Association first reported a position in New Oriental in Q3 2013 and held it in 1 quarter.
  • Zions Trust National Association's New Oriental position peaked at $10K in Q3 2013.
  • 136 funds tracked by Wall St. Rank held New Oriental as of Q4 2013.

Based on Zions Trust National Association's 13F filing for Q4 2013, filed 21 Jan 2014.