MWM
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MinichMacGregor Wealth Management’s Weibo WB Stock Holding History

MinichMacGregor Wealth 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
Q2 		– Sell
-214
Closed -$25K – 597
2018
Q1 		$25K Sell
214
-17
-7% -$2.17K 0.02% 188
2017
Q4 		$23K Buy
+231
New +$23.9K 0.02% 189
2016
Q4 		– Sell
-335
Closed -$16K – 509
2016
Q3 		$16K Buy
+335
New +$13.9K 0.02% 208

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MinichMacGregor Wealth Management's WB Position: Q2 2018 in Review

MinichMacGregor Wealth Management sold out of Weibo (WB) in Q2 2018, closing a stake of 214 shares — an estimated $25K sold.

MinichMacGregor Wealth Management first reported a position in WB in Q3 2016 and held it in 3 quarters. The position peaked at $25K in Q1 2018. 292 funds tracked by Wall St. Rank hold WB as of Q2 2018.

  • MinichMacGregor Wealth Management reported no remaining Weibo position as of Q2 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 214 Weibo shares in Q2 2018, an estimated $25K.
  • MinichMacGregor Wealth Management first reported a position in Weibo in Q3 2016 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Weibo position peaked at $25K in Q1 2018.
  • 292 funds tracked by Wall St. Rank held Weibo as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.