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Rockefeller Financial Services’s Alibaba BABA Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$74K Hold
430
– – ﹤0.01% 395
2017
Q3 		$74K Buy
+430
New +$69.7K ﹤0.01% 397
2016
Q2 		– Sell
-1,405
Closed -$111K – 486
2016
Q1 		$111K Sell
1,405
-692,196
-100% -$48.7M ﹤0.01% 367
2015
Q4 		$56.4M Sell
693,601
-38,910
-5% -$3.05M 1.1% 37
2015
Q3 		$43.2M Buy
732,511
+77,424
+12% +$5.63M 0.88% 39
2015
Q2 		$53.9M Buy
655,087
+15,798
+2% +$1.36M 1.12% 31
2015
Q1 		$53.2M Buy
639,289
+639,207
+779,521% +$57.7M 1.15% 30
2014
Q4 		$9K Buy
+82
New +$8.42K ﹤0.01% 455

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Rockefeller Financial Services's BABA Position: Q4 2017 in Review

Rockefeller Financial Services held its Alibaba (BABA) position steady in Q4 2017 at 430 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Rockefeller Financial Services first reported a position in BABA in Q4 2014 and has held it in 8 quarters since. The position peaked at $56.4M in Q4 2015. 1,223 funds tracked by Wall St. Rank hold BABA as of Q4 2017.

  • Rockefeller Financial Services held 430 shares of Alibaba worth $74K as of Q4 2017.
  • Rockefeller Financial Services left its Alibaba share count unchanged in Q4 2017.
  • Alibaba made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #395 holding.
  • Rockefeller Financial Services first reported a position in Alibaba in Q4 2014 and has held it in 8 quarters since.
  • Rockefeller Financial Services's Alibaba position peaked at $56.4M in Q4 2015.
  • 1,223 funds tracked by Wall St. Rank held Alibaba as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.