Avantax Planning Partners’s JD.com JD Stock Holding History

Avantax Planning Partners’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	-140	Closed	-$4K	–	759
2018 Q3	$4K	Buy	+140	New	+$4.59K	﹤0.01%	1173
2018 Q2	–	Sell	-300	Closed	-$12K	–	862
2018 Q1	$12K	Buy	+300	New	+$13.6K	﹤0.01%	968

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

Avantax Planning Partners's JD Position: Q4 2018 in Review

Avantax Planning Partners sold out of JD.com (JD) in Q4 2018, closing a stake of 140 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in JD in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 431 funds tracked by Wall St. Rank hold JD as of Q4 2018.

Avantax Planning Partners reported no remaining JD.com position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 140 JD.com shares in Q4 2018, an estimated $4K.
Avantax Planning Partners first reported a position in JD.com in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's JD.com position peaked at $12K in Q1 2018.
431 funds tracked by Wall St. Rank held JD.com as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.