Advisory Research’s NetEase NTES Stock Holding History

Advisory Research’s Portfolio NTES Stock Details NTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-13,885	Closed	-$958K	–	407
2017 Q4	$958K	Sell	13,885 -18,000	-56%	-$1.12M	0.02%	277
2017 Q3	$1.68M	Sell	31,885 -35,075	-52%	-$2.01M	0.03%	234
2017 Q2	$4.03M	Buy	+66,960	New	+$3.84M	0.06%	168

Other funds holding NTES

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Research's NTES Position: Q1 2018 in Review

Advisory Research sold out of NetEase (NTES) in Q1 2018, closing a stake of 13,885 shares — an estimated $958K sold.

Advisory Research first reported a position in NTES in Q2 2017 and held it in 3 quarters. The position peaked at $4.03M in Q2 2017. 411 funds tracked by Wall St. Rank hold NTES as of Q1 2018.

Advisory Research reported no remaining NetEase position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 13,885 NetEase shares in Q1 2018, an estimated $958K.
Advisory Research first reported a position in NetEase in Q2 2017 and held it in 3 quarters.
Advisory Research's NetEase position peaked at $4.03M in Q2 2017.
411 funds tracked by Wall St. Rank held NetEase as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.