Burt Wealth Advisors’s Alibaba BABA Stock Holding History

Burt Wealth 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 Q2	–	Sell	-16	Closed	-$3K	–	342
2019 Q1	$3K	Buy	+16	New	+$2.69K	﹤0.01%	316
2017 Q3	–	Sell	-215	Closed	-$30K	–	355
2017 Q2	$30K	Buy	+215	New	+$26.5K	0.02%	225
2017 Q1	–	Sell	-215	Closed	-$19K	–	355
2016 Q4	$19K	Hold	215	–	–	0.02%	233
2016 Q3	$22K	Hold	215	–	–	0.02%	214
2016 Q2	$17K	Sell	215 -111	-34%	-$8.69K	0.02%	231
2016 Q1	$26K	Hold	326	–	–	0.02%	217
2015 Q4	$26K	Hold	326	–	–	0.02%	182
2015 Q3	$19K	Buy	326 +100	+44%	+$7.27K	0.02%	187
2015 Q2	$18K	Hold	226	–	–	0.02%	213
2015 Q1	$19K	Buy	+226	New	+$20.4K	0.02%	196

Other funds holding BABA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Burt Wealth Advisors's BABA Position: Q2 2019 in Review

Burt Wealth Advisors sold out of Alibaba (BABA) in Q2 2019, closing a stake of 16 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in BABA in Q1 2015 and held it in 10 quarters. The position peaked at $30K in Q2 2017. 1,494 funds tracked by Wall St. Rank hold BABA as of Q2 2019.

Burt Wealth Advisors reported no remaining Alibaba position as of Q2 2019 after selling out during the quarter.
Burt Wealth Advisors sold 16 Alibaba shares in Q2 2019, an estimated $3K.
Burt Wealth Advisors first reported a position in Alibaba in Q1 2015 and held it in 10 quarters.
Burt Wealth Advisors's Alibaba position peaked at $30K in Q2 2017.
1,494 funds tracked by Wall St. Rank held Alibaba as of Q2 2019.

Based on Burt Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.