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Confluence Investment Management’s Weibo WB Stock Holding History

Confluence Investment Management’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,918
Closed -$287K – 320
2018
Q3 		$287K Buy
3,918
+139
+4% +$11.2K ﹤0.01% 273
2018
Q2 		$335K Buy
+3,779
New +$411K 0.01% 262

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

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

Confluence Investment Management sold out of Weibo (WB) in Q4 2018, closing a stake of 3,918 shares — an estimated $287K sold.

Confluence Investment Management first reported a position in WB in Q2 2018 and held it in 2 quarters. The position peaked at $335K in Q2 2018. 271 funds tracked by Wall St. Rank hold WB as of Q4 2018.

  • Confluence Investment Management reported no remaining Weibo position as of Q4 2018 after selling out during the quarter.
  • Confluence Investment Management sold 3,918 Weibo shares in Q4 2018, an estimated $287K.
  • Confluence Investment Management first reported a position in Weibo in Q2 2018 and held it in 2 quarters.
  • Confluence Investment Management's Weibo position peaked at $335K in Q2 2018.
  • 271 funds tracked by Wall St. Rank held Weibo as of Q4 2018.

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