CIM
NOAH

Confluence Investment Management’s Noah Holdings NOAH Stock Holding History

Confluence Investment Management’s Portfolio NOAH Stock Details NOAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,944
Closed -$250K – 315
2018
Q3 		$250K Buy
5,944
+220
+4% +$10K ﹤0.01% 286
2018
Q2 		$299K Buy
+5,724
New +$324K 0.01% 275

Other funds holding NOAH

HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Confluence Investment Management's NOAH Position: Q4 2018 in Review

Confluence Investment Management sold out of Noah Holdings (NOAH) in Q4 2018, closing a stake of 5,944 shares — an estimated $250K sold.

Confluence Investment Management first reported a position in NOAH in Q2 2018 and held it in 2 quarters. The position peaked at $299K in Q2 2018. 141 funds tracked by Wall St. Rank hold NOAH as of Q4 2018.

  • Confluence Investment Management reported no remaining Noah Holdings position as of Q4 2018 after selling out during the quarter.
  • Confluence Investment Management sold 5,944 Noah Holdings shares in Q4 2018, an estimated $250K.
  • Confluence Investment Management first reported a position in Noah Holdings in Q2 2018 and held it in 2 quarters.
  • Confluence Investment Management's Noah Holdings position peaked at $299K in Q2 2018.
  • 141 funds tracked by Wall St. Rank held Noah Holdings as of Q4 2018.

Based on Confluence Investment Management's 13F filing for Q4 2018, filed 4 Jan 2019.