KJWM
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Kiley Juergens Wealth Management’s Alibaba BABA Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-3,973
Closed -$654K – 94
2018
Q3 		$654K Buy
3,973
+1,470
+59% +$260K 0.49% 43
2018
Q2 		$464K Buy
2,503
+200
+9% +$38.1K 0.41% 51
2018
Q1 		$422K Buy
2,303
+649
+39% +$122K 0.46% 50
2017
Q4 		$285K Buy
+1,654
New +$296K 0.26% 63

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kiley Juergens Wealth Management's BABA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Alibaba (BABA) in Q4 2018, closing a stake of 3,973 shares — an estimated $654K sold.

Kiley Juergens Wealth Management first reported a position in BABA in Q4 2017 and held it in 4 quarters. The position peaked at $654K in Q3 2018. 1,411 funds tracked by Wall St. Rank hold BABA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Alibaba position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 3,973 Alibaba shares in Q4 2018, an estimated $654K.
  • Kiley Juergens Wealth Management first reported a position in Alibaba in Q4 2017 and held it in 4 quarters.
  • Kiley Juergens Wealth Management's Alibaba position peaked at $654K in Q3 2018.
  • 1,411 funds tracked by Wall St. Rank held Alibaba as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.