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Circle Wealth Management’s Baidu BIDU Stock Holding History

Circle Wealth Management’s Portfolio BIDU Stock Details BIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,290
Closed -$313K – 98
2018
Q2 		$313K Buy
1,290
+390
+43% +$97.1K 0.11% 76
2018
Q1 		$201K Hold
900
– – 0.07% 94
2017
Q4 		$211K Buy
+900
New +$220K 0.08% 91

Other funds holding BIDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Circle Wealth Management's BIDU Position: Q3 2018 in Review

Circle Wealth Management sold out of Baidu (BIDU) in Q3 2018, closing a stake of 1,290 shares — an estimated $313K sold.

Circle Wealth Management first reported a position in BIDU in Q4 2017 and held it in 3 quarters. The position peaked at $313K in Q2 2018. 805 funds tracked by Wall St. Rank hold BIDU as of Q3 2018.

  • Circle Wealth Management reported no remaining Baidu position as of Q3 2018 after selling out during the quarter.
  • Circle Wealth Management sold 1,290 Baidu shares in Q3 2018, an estimated $313K.
  • Circle Wealth Management first reported a position in Baidu in Q4 2017 and held it in 3 quarters.
  • Circle Wealth Management's Baidu position peaked at $313K in Q2 2018.
  • 805 funds tracked by Wall St. Rank held Baidu as of Q3 2018.

Based on Circle Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.