CWM
JD icon

Circle Wealth Management’s JD.com JD Stock Holding History

Circle Wealth Management’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
-23,246
Closed -$905K – 101
2018
Q2 		$905K Buy
23,246
+9,735
+72% +$375K 0.31% 34
2018
Q1 		$547K Buy
13,511
+2,811
+26% +$127K 0.2% 46
2017
Q4 		$443K Buy
10,700
+3,700
+53% +$146K 0.17% 57
2017
Q3 		$267K Buy
+7,000
New +$300K 0.11% 73

Other funds holding JD

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Circle Wealth Management sold out of JD.com (JD) in Q3 2018, closing a stake of 23,246 shares — an estimated $905K sold.

Circle Wealth Management first reported a position in JD in Q3 2017 and held it in 4 quarters. The position peaked at $905K in Q2 2018. 458 funds tracked by Wall St. Rank hold JD as of Q3 2018.

  • Circle Wealth Management reported no remaining JD.com position as of Q3 2018 after selling out during the quarter.
  • Circle Wealth Management sold 23,246 JD.com shares in Q3 2018, an estimated $905K.
  • Circle Wealth Management first reported a position in JD.com in Q3 2017 and held it in 4 quarters.
  • Circle Wealth Management's JD.com position peaked at $905K in Q2 2018.
  • 458 funds tracked by Wall St. Rank held JD.com as of Q3 2018.

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