Selkirk Management’s Vipshop VIPS Stock Holding History

Selkirk Management’s Portfolio VIPS Stock Details VIPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-284,200	Closed	-$2.5M	–	18
2017 Q3	$2.5M	Sell	284,200 -66,800	-19%	-$695K	1.36%	19
2017 Q2	$3.7M	Hold	351,000	–	–	2.1%	17
2017 Q1	$4.68M	Hold	351,000	–	–	2.65%	14
2016 Q4	$3.87M	Hold	351,000	–	–	2.46%	14
2016 Q3	$5.15M	Sell	351,000 -55,000	-14%	-$773K	3.16%	14
2016 Q2	$4.54M	Hold	406,000	–	–	2.74%	14
2016 Q1	$5.23M	Sell	406,000 -34,000	-8%	-$427K	3.27%	13
2015 Q4	$6.72M	Buy	440,000 +57,355	+15%	+$1.01M	3.96%	12
2015 Q3	$6.43M	Buy	382,645 +43,000	+13%	+$825K	3.99%	10
2015 Q2	$7.56M	Buy	339,645 +34,145	+11%	+$905K	4.14%	10
2015 Q1	$8.99M	Hold	305,500	–	–	4.99%	8
2014 Q4	$5.97M	Buy	305,500 +22,000	+8%	+$464K	3.56%	12
2014 Q3	$5.36M	Buy	283,500 +193,500	+215%	+$3.99M	3.37%	12
2014 Q2	$1.69M	Buy	+90,000	New	+$1.44M	1.13%	19

Other funds holding VIPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Selkirk Management's VIPS Position: Q4 2017 in Review

Selkirk Management sold out of Vipshop (VIPS) in Q4 2017, closing a stake of 284,200 shares — an estimated $2.5M sold.

Selkirk Management first reported a position in VIPS in Q2 2014 and held it in 14 quarters. The position peaked at $8.99M in Q1 2015. 214 funds tracked by Wall St. Rank hold VIPS as of Q4 2017.

Selkirk Management reported no remaining Vipshop position as of Q4 2017 after selling out during the quarter.
Selkirk Management sold 284,200 Vipshop shares in Q4 2017, an estimated $2.5M.
Selkirk Management first reported a position in Vipshop in Q2 2014 and held it in 14 quarters.
Selkirk Management's Vipshop position peaked at $8.99M in Q1 2015.
214 funds tracked by Wall St. Rank held Vipshop as of Q4 2017.

Based on Selkirk Management's 13F filing for Q4 2017, filed 14 Feb 2018.