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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
2016
Q3 		– Sell
-400
Closed -$1K – 1012
2016
Q2 		$1K Buy
+400
New +$31.3K ﹤0.01% 681

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
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.