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Bellwether Investment Group’s Alibaba BABA Stock Holding History

Bellwether Investment Group’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
Q4 		$344K Buy
+1,999
New +$358K 1.38% 24
2017
Q2 		– Sell
-522
Closed -$56K – 115
2017
Q1 		$56K Sell
522
-189
-27% -$19.2K 0.15% 132
2016
Q4 		$62K Buy
+711
New +$68.5K 0.06% 242
2016
Q2 		$24K Buy
+297
New +$23.2K 0.03% 314

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bellwether Investment Group's BABA Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in Alibaba (BABA) in Q4 2017: 1,999 shares worth $344K. The stake represents 1.38% of the portfolio and ranks #24 among its holdings. This is a return to the name: Bellwether Investment Group previously reported a position in BABA as recently as Q1 2017.

Bellwether Investment Group first reported a position in BABA in Q2 2016 and has held it in 4 quarters since. 1,223 funds tracked by Wall St. Rank hold BABA as of Q4 2017.

  • Bellwether Investment Group held 1,999 shares of Alibaba worth $344K as of Q4 2017.
  • Alibaba was a new Bellwether Investment Group position in Q4 2017.
  • Alibaba made up 1.38% of Bellwether Investment Group's portfolio in Q4 2017, its #24 holding.
  • Bellwether Investment Group first reported a position in Alibaba in Q2 2016 and has held it in 4 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Alibaba as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.