MYIA
BZUN

Mount Yale Investment Advisors’s Baozun BZUN Stock Holding History

Mount Yale Investment Advisors’s Portfolio BZUN Stock Details BZUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,013
Closed -$139K – 381
2018
Q3 		$139K Buy
3,013
+118
+4% +$6.39K 0.02% 346
2018
Q2 		$158K Buy
2,895
+508
+21% +$26.9K 0.03% 336
2018
Q1 		$110K Buy
+2,387
New +$93.8K 0.02% 424

Other funds holding BZUN

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mount Yale Investment Advisors's BZUN Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Baozun (BZUN) in Q4 2018, closing a stake of 3,013 shares — an estimated $139K sold.

Mount Yale Investment Advisors first reported a position in BZUN in Q1 2018 and held it in 3 quarters. The position peaked at $158K in Q2 2018. 191 funds tracked by Wall St. Rank hold BZUN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Baozun position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,013 Baozun shares in Q4 2018, an estimated $139K.
  • Mount Yale Investment Advisors first reported a position in Baozun in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Baozun position peaked at $158K in Q2 2018.
  • 191 funds tracked by Wall St. Rank held Baozun as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.