Concert Wealth Management’s Alibaba BABA Stock Holding History

Concert 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
2017 Q2	–	Sell	-4,992	Closed	-$440K	–	174
2017 Q1	$440K	Sell	4,992 -81	-2%	-$8.24K	0.1%	276
2016 Q4	$447K	Sell	5,073 -1,826	-26%	-$176K	0.1%	275
2016 Q3	$728K	Buy	6,899 +1,648	+31%	+$153K	0.09%	288
2016 Q2	$420K	Buy	5,251 +87	+2%	+$6.81K	0.06%	375
2016 Q1	$412K	Sell	5,164 -161	-3%	-$11.3K	0.06%	388
2015 Q4	$430K	Buy	5,325 +375	+8%	+$29.4K	0.06%	390
2015 Q3	$294K	Sell	4,950 -1,089	-18%	-$79.2K	0.04%	487
2015 Q2	$488K	Buy	+6,039	New	+$519K	0.06%	365
2015 Q1	–	Sell	-4,512	Closed	-$464K	–	498
2014 Q4	$464K	Buy	+4,512	New	+$463K	0.07%	341

Other funds holding BABA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Concert Wealth Management's BABA Position: Q2 2017 in Review

Concert Wealth Management sold out of Alibaba (BABA) in Q2 2017, closing a stake of 4,992 shares — an estimated $440K sold.

Concert Wealth Management first reported a position in BABA in Q4 2014 and held it in 9 quarters. The position peaked at $728K in Q3 2016. 977 funds tracked by Wall St. Rank hold BABA as of Q2 2017.

Concert Wealth Management reported no remaining Alibaba position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 4,992 Alibaba shares in Q2 2017, an estimated $440K.
Concert Wealth Management first reported a position in Alibaba in Q4 2014 and held it in 9 quarters.
Concert Wealth Management's Alibaba position peaked at $728K in Q3 2016.
977 funds tracked by Wall St. Rank held Alibaba as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.