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Integrated Wealth Management (Palm Desert)’s Alibaba BABA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-2,826
Closed -$299K – 294
2016
Q3 		$299K Sell
2,826
-550
-16% -$51K 0.11% 166
2016
Q2 		$268K Buy
3,376
+70
+2% +$5.48K 0.1% 174
2016
Q1 		$261K Buy
3,306
+50
+2% +$3.52K 0.11% 153
2015
Q4 		$265K Sell
3,256
-500
-13% -$39.2K 0.11% 143
2015
Q3 		$221K Buy
3,756
+1,092
+41% +$79.4K 0.1% 170
2015
Q2 		$219K Buy
2,664
+46
+2% +$3.95K 0.08% 179
2015
Q1 		$217K Buy
+2,618
New +$236K 0.09% 169

Other funds holding BABA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BABA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Alibaba (BABA) in Q4 2016, closing a stake of 2,826 shares — an estimated $299K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BABA in Q1 2015 and held it in 7 quarters. The position peaked at $299K in Q3 2016. 816 funds tracked by Wall St. Rank hold BABA as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Alibaba position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,826 Alibaba shares in Q4 2016, an estimated $299K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Alibaba in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Alibaba position peaked at $299K in Q3 2016.
  • 816 funds tracked by Wall St. Rank held Alibaba as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.