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Evercore Wealth Management’s Alibaba BABA Stock Holding History

Evercore 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
2015
Q4 		– Sell
-1,700
Closed -$100K – 1006
2015
Q3 		$100K Buy
1,700
+750
+79% +$54.5K ﹤0.01% 481
2015
Q2 		$78K Buy
+950
New +$81.6K ﹤0.01% 561
2015
Q1 		– Sell
-200
Closed -$21K – 996
2014
Q4 		$21K Buy
+200
New +$20.5K ﹤0.01% 661

Other funds holding BABA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Evercore Wealth Management's BABA Position: Q4 2015 in Review

Evercore Wealth Management sold out of Alibaba (BABA) in Q4 2015, closing a stake of 1,700 shares — an estimated $100K sold.

Evercore Wealth Management first reported a position in BABA in Q4 2014 and held it in 3 quarters. The position peaked at $100K in Q3 2015. 756 funds tracked by Wall St. Rank hold BABA as of Q4 2015.

  • Evercore Wealth Management reported no remaining Alibaba position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,700 Alibaba shares in Q4 2015, an estimated $100K.
  • Evercore Wealth Management first reported a position in Alibaba in Q4 2014 and held it in 3 quarters.
  • Evercore Wealth Management's Alibaba position peaked at $100K in Q3 2015.
  • 756 funds tracked by Wall St. Rank held Alibaba as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.