AllSquare Wealth Management’s JD.com JD Stock Holding History

AllSquare Wealth Management’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-300	Closed	-$8K	–	466
2018 Q3	$8K	Hold	300	–	–	0.01%	363
2018 Q2	$12K	Hold	300	–	–	0.01%	316
2018 Q1	$12K	Buy	+300	New	+$13.6K	0.01%	266
2017 Q2	–	Sell	-100	Closed	-$3K	–	290
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	319
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	298
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	279
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	277
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	266
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	265
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	278
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	296
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	291
2014 Q4	$2K	Buy	+100	New	+$2.46K	﹤0.01%	296

Other funds holding JD

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllSquare Wealth Management's JD Position: Q4 2018 in Review

AllSquare Wealth Management sold out of JD.com (JD) in Q4 2018, closing a stake of 300 shares — an estimated $8K sold.

AllSquare Wealth Management first reported a position in JD in Q4 2014 and held it in 13 quarters. The position peaked at $12K in Q2 2018. 431 funds tracked by Wall St. Rank hold JD as of Q4 2018.

AllSquare Wealth Management reported no remaining JD.com position as of Q4 2018 after selling out during the quarter.
AllSquare Wealth Management sold 300 JD.com shares in Q4 2018, an estimated $8K.
AllSquare Wealth Management first reported a position in JD.com in Q4 2014 and held it in 13 quarters.
AllSquare Wealth Management's JD.com position peaked at $12K in Q2 2018.
431 funds tracked by Wall St. Rank held JD.com as of Q4 2018.

Based on AllSquare Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.