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Kelman-Lazarov Inc’s Alibaba BABA Stock Holding History

Kelman-Lazarov Inc’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
-40
Closed -$4.22K – 315
2016
Q3 		$4.22K Hold
40
– – ﹤0.01% 325
2016
Q2 		$3.19K Hold
40
– – ﹤0.01% 319
2016
Q1 		$3K Buy
+40
New +$2.81K ﹤0.01% 317

Other funds holding BABA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kelman-Lazarov Inc's BABA Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Alibaba (BABA) in Q4 2016, closing a stake of 40 shares — an estimated $4.22K sold.

Kelman-Lazarov Inc first reported a position in BABA in Q1 2016 and held it in 3 quarters. The position peaked at $4.22K in Q3 2016. 816 funds tracked by Wall St. Rank hold BABA as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Alibaba position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 40 Alibaba shares in Q4 2016, an estimated $4.22K.
  • Kelman-Lazarov Inc first reported a position in Alibaba in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Alibaba position peaked at $4.22K in Q3 2016.
  • 816 funds tracked by Wall St. Rank held Alibaba as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.