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Mosaic Family Wealth’s Alibaba BABA Stock Holding History

Mosaic Family Wealth’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
2019
Q3 		– Sell
-1,207
Closed -$205K – 169
2019
Q2 		$205K Buy
1,207
+199
+20% +$34.3K 0.09% 162
2019
Q1 		$184K Buy
1,008
+10
+1% +$1.68K 0.07% 164
2018
Q4 		$137K Hold
998
– – 0.06% 185
2018
Q3 		$147K Sell
998
-100
-9% -$17.7K 0.06% 180
2018
Q2 		$204K Buy
1,098
+100
+10% +$19.1K 0.08% 162
2018
Q1 		$183K Sell
998
-320
-24% -$60.3K 0.07% 163
2017
Q4 		$227K Sell
1,318
-334
-20% -$59.8K 0.08% 152
2017
Q3 		$285K Sell
1,652
-200
-11% -$32.4K 0.11% 140
2017
Q2 		$261K Buy
1,852
+52
+3% +$6.42K 0.11% 149
2017
Q1 		$194K Buy
1,800
+148
+9% +$15.1K 0.08% 179
2016
Q4 		$145K Sell
1,652
-500
-23% -$48.1K 0.07% 207
2016
Q3 		$228K Hold
2,152
– – 0.11% 155
2016
Q2 		$172K Hold
2,152
– – 0.08% 174
2016
Q1 		$170K Hold
2,152
– – 0.08% 160
2015
Q4 		$174K Buy
+2,152
New +$169K 0.08% 155

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Mosaic Family Wealth's BABA Position: Q3 2019 in Review

Mosaic Family Wealth sold out of Alibaba (BABA) in Q3 2019, closing a stake of 1,207 shares — an estimated $205K sold.

Mosaic Family Wealth first reported a position in BABA in Q4 2015 and held it in 15 quarters. The position peaked at $285K in Q3 2017. 1,520 funds tracked by Wall St. Rank hold BABA as of Q3 2019.

  • Mosaic Family Wealth reported no remaining Alibaba position as of Q3 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,207 Alibaba shares in Q3 2019, an estimated $205K.
  • Mosaic Family Wealth first reported a position in Alibaba in Q4 2015 and held it in 15 quarters.
  • Mosaic Family Wealth's Alibaba position peaked at $285K in Q3 2017.
  • 1,520 funds tracked by Wall St. Rank held Alibaba as of Q3 2019.

Based on Mosaic Family Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.