Calton & Associates’s ZTO Express ZTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-315	Closed	-$5K	–	1308
2017 Q4	$5K	Buy	+315	New	+$4.96K	﹤0.01%	1265

Other funds holding ZTO

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return

PCM

Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

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

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calton & Associates's ZTO Position: Q1 2018 in Review

Calton & Associates sold out of ZTO Express (ZTO) in Q1 2018, closing a stake of 315 shares — an estimated $5K sold.

Calton & Associates first reported a position in ZTO in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 110 funds tracked by Wall St. Rank hold ZTO as of Q1 2018.

Calton & Associates reported no remaining ZTO Express position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 315 ZTO Express shares in Q1 2018, an estimated $5K.
Calton & Associates first reported a position in ZTO Express in Q4 2017 and held it in 1 quarter.
Calton & Associates's ZTO Express position peaked at $5K in Q4 2017.
110 funds tracked by Wall St. Rank held ZTO Express as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.