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BKS Advisors’s Alibaba BABA Stock Holding History

BKS Advisors’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
2019
Q1 		$1.91M Sell
10,465
-241
-2% -$40.5K 0.77% 40
2018
Q4 		$1.47M Sell
10,706
-220
-2% -$32.5K 0.67% 44
2018
Q3 		$1.8M Buy
10,926
+100
+0.9% +$17.7K 0.66% 41
2018
Q2 		$2.01M Sell
10,826
-187
-2% -$35.6K 0.71% 44
2018
Q1 		$2.02M Sell
11,013
-2,808
-20% -$529K 0.74% 42
2017
Q4 		$2.38M Sell
13,821
-582
-4% -$104K 0.86% 37
2017
Q3 		$2.49M Buy
14,403
+2,675
+23% +$434K 0.97% 33
2017
Q2 		$1.65M Buy
+11,728
New +$1.45M 0.67% 47
2016
Q4 		– Sell
-22,129
Closed -$2.34M – 189
2016
Q3 		$2.34M Sell
22,129
-700
-3% -$64.9K 1.08% 30
2016
Q2 		$1.82M Sell
22,829
-701
-3% -$54.9K 0.93% 37
2016
Q1 		$1.86M Sell
23,530
-3,230
-12% -$227K 0.97% 32
2015
Q4 		$2.17M Buy
26,760
+20,850
+353% +$1.64M 1.12% 30
2015
Q3 		$349K Sell
5,910
-4,501
-43% -$327K 0.19% 90
2015
Q2 		$857K Buy
10,411
+100
+1% +$8.59K 0.41% 58
2015
Q1 		$858K Buy
+10,311
New +$931K 0.41% 59

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BKS Advisors's BABA Position: Q1 2019 in Review

BKS Advisors reduced its Alibaba (BABA) stake by 2.3% in Q1 2019, selling an estimated $40.5K and leaving 10,465 shares worth $1.91M. The position accounts for 0.77% of the portfolio, ranked #40.

BKS Advisors first reported a position in BABA in Q1 2015 and has held it in 15 quarters since. The position peaked at $2.49M in Q3 2017. 1,497 funds tracked by Wall St. Rank hold BABA as of Q1 2019.

  • BKS Advisors held 10,465 shares of Alibaba worth $1.91M as of Q1 2019.
  • BKS Advisors sold 241 Alibaba shares in Q1 2019, an estimated $40.5K.
  • Alibaba made up 0.77% of BKS Advisors's portfolio in Q1 2019, its #40 holding.
  • BKS Advisors first reported a position in Alibaba in Q1 2015 and has held it in 15 quarters since.
  • BKS Advisors's Alibaba position peaked at $2.49M in Q3 2017.
  • 1,497 funds tracked by Wall St. Rank held Alibaba as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.