Retirement Design & Management’s Alibaba BABA Stock Holding History

Retirement Design & 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
2016 Q3	–	Sell	-26,639	Closed	-$2.12M	–	8
2016 Q2	$2.12M	Buy	26,639 +1,396	+6%	+$109K	1.33%	18
2016 Q1	$2M	Buy	25,243 +495	+2%	+$34.8K	1.43%	18
2015 Q4	$2.01M	Sell	24,748 -3,985	-14%	-$313K	1.12%	22
2015 Q3	$1.69M	Buy	28,733 +843	+3%	+$61.3K	1.75%	17
2015 Q2	$2.29M	Buy	27,890 +2,393	+9%	+$206K	1.97%	17
2015 Q1	$2.12M	Buy	25,497 +1,162	+5%	+$105K	1.84%	19
2014 Q4	$2.53M	Buy	+24,335	New	+$2.5M	1.91%	18

Other funds holding BABA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Retirement Design & Management's BABA Position: Q3 2016 in Review

Retirement Design & Management sold out of Alibaba (BABA) in Q3 2016, closing a stake of 26,639 shares — an estimated $2.12M sold.

Retirement Design & Management first reported a position in BABA in Q4 2014 and held it in 7 quarters. The position peaked at $2.53M in Q4 2014. 796 funds tracked by Wall St. Rank hold BABA as of Q3 2016.

Retirement Design & Management reported no remaining Alibaba position as of Q3 2016 after selling out during the quarter.
Retirement Design & Management sold 26,639 Alibaba shares in Q3 2016, an estimated $2.12M.
Retirement Design & Management first reported a position in Alibaba in Q4 2014 and held it in 7 quarters.
Retirement Design & Management's Alibaba position peaked at $2.53M in Q4 2014.
796 funds tracked by Wall St. Rank held Alibaba as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.