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Catamount Wealth Management’s Alibaba BABA Stock Holding History

Catamount Wealth Management’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
2018
Q3 		– Sell
-48,558
Closed -$8.74M – 186
2018
Q2 		$8.74M Buy
48,558
+3,230
+7% +$616K 4.23% 7
2018
Q1 		$8.32M Buy
45,328
+998
+2% +$188K 4.44% 6
2017
Q4 		$7.64M Sell
44,330
-5
-0% -$896 4.27% 5
2017
Q3 		$7.66M Buy
44,335
+5,175
+13% +$839K 4.45% 6
2017
Q2 		$5.52M Buy
39,160
+39,110
+78,220% +$4.83M 3.36% 9
2017
Q1 		$5K Hold
50
– – ﹤0.01% 149
2016
Q4 		$4K Hold
50
– – ﹤0.01% 138
2016
Q3 		$5K Buy
+50
New +$4.63K ﹤0.01% 127
2015
Q2 		– Sell
-24,455
Closed -$2.04M – 199
2015
Q1 		$2.04M Sell
24,455
-7,595
-24% -$685K 1.68% 22
2014
Q4 		$3.33M Buy
+32,050
New +$3.29M 3.18% 11

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
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

Catamount Wealth Management's BABA Position: Q3 2018 in Review

Catamount Wealth Management sold out of Alibaba (BABA) in Q3 2018, closing a stake of 48,558 shares — an estimated $8.74M sold.

Catamount Wealth Management first reported a position in BABA in Q4 2014 and held it in 10 quarters. The position peaked at $8.74M in Q2 2018. 1,382 funds tracked by Wall St. Rank hold BABA as of Q3 2018.

  • Catamount Wealth Management reported no remaining Alibaba position as of Q3 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 48,558 Alibaba shares in Q3 2018, an estimated $8.74M.
  • Catamount Wealth Management first reported a position in Alibaba in Q4 2014 and held it in 10 quarters.
  • Catamount Wealth Management's Alibaba position peaked at $8.74M in Q2 2018.
  • 1,382 funds tracked by Wall St. Rank held Alibaba as of Q3 2018.

Based on Catamount Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.