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Appropriate Balance Financial Services’s Alibaba BABA Stock Holding History

Appropriate Balance Financial Services’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$4.95K Buy
855
+321
+60% +$52K 0.25% 23
2017
Q2 		$4.93K Hold
534
– – 0.25% 21
2017
Q1 		$4.96K Sell
534
-4,828
-90% -$491K 0.25% 22
2016
Q4 		$470K Sell
5,362
-540
-9% -$52K 0.29% 28
2016
Q3 		$624K Buy
+5,902
New +$547K 0.4% 20

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Appropriate Balance Financial Services's BABA Position: Q3 2017 in Review

Appropriate Balance Financial Services increased its Alibaba (BABA) stake by 60% in Q3 2017, buying an estimated $52K and bringing the position to 855 shares worth $4.95K. The position accounts for 0.25% of the portfolio, ranked #23.

Appropriate Balance Financial Services first reported a position in BABA in Q3 2016 and has held it in 5 quarters since. The position peaked at $624K in Q3 2016. 1,095 funds tracked by Wall St. Rank hold BABA as of Q3 2017.

  • Appropriate Balance Financial Services held 855 shares of Alibaba worth $4.95K as of Q3 2017.
  • Appropriate Balance Financial Services bought 321 Alibaba shares in Q3 2017, an estimated $52K.
  • Alibaba made up 0.25% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #23 holding.
  • Appropriate Balance Financial Services first reported a position in Alibaba in Q3 2016 and has held it in 5 quarters since.
  • Appropriate Balance Financial Services's Alibaba position peaked at $624K in Q3 2016.
  • 1,095 funds tracked by Wall St. Rank held Alibaba as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.