Calton & Associates’s Weibo WB Stock Holding History

Calton & Associates’s Portfolio WB Stock Details WB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,312	Closed	-$276K	–	395
2018 Q1	$276K	Buy	2,312 +437	+23%	+$55.8K	0.08%	249
2017 Q4	$246K	Buy	+1,875	New	+$194K	0.06%	290

Other funds holding WB

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Calton & Associates's WB Position: Q2 2018 in Review

Calton & Associates sold out of Weibo (WB) in Q2 2018, closing a stake of 2,312 shares — an estimated $276K sold.

Calton & Associates first reported a position in WB in Q4 2017 and held it in 2 quarters. The position peaked at $276K in Q1 2018. 292 funds tracked by Wall St. Rank hold WB as of Q2 2018.

Calton & Associates reported no remaining Weibo position as of Q2 2018 after selling out during the quarter.
Calton & Associates sold 2,312 Weibo shares in Q2 2018, an estimated $276K.
Calton & Associates first reported a position in Weibo in Q4 2017 and held it in 2 quarters.
Calton & Associates's Weibo position peaked at $276K in Q1 2018.
292 funds tracked by Wall St. Rank held Weibo as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.