CapWealth Advisors’s JD.com JD Stock Holding History

CapWealth Advisors’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,619	Closed	-$258K	–	112
2018 Q2	$258K	Buy	6,619 +1,490	+29%	+$57.5K	0.05%	94
2018 Q1	$208K	Buy	+5,129	New	+$232K	0.04%	96

Other funds holding JD

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HIM

Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CapWealth Advisors's JD Position: Q3 2018 in Review

CapWealth Advisors sold out of JD.com (JD) in Q3 2018, closing a stake of 6,619 shares — an estimated $258K sold.

CapWealth Advisors first reported a position in JD in Q1 2018 and held it in 2 quarters. The position peaked at $258K in Q2 2018. 458 funds tracked by Wall St. Rank hold JD as of Q3 2018.

CapWealth Advisors reported no remaining JD.com position as of Q3 2018 after selling out during the quarter.
CapWealth Advisors sold 6,619 JD.com shares in Q3 2018, an estimated $258K.
CapWealth Advisors first reported a position in JD.com in Q1 2018 and held it in 2 quarters.
CapWealth Advisors's JD.com position peaked at $258K in Q2 2018.
458 funds tracked by Wall St. Rank held JD.com as of Q3 2018.

Based on CapWealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.