Transform Wealth’s Alibaba BABA Stock Holding History

Transform 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
2018 Q3	–	Sell	-17,517	Closed	-$3.25M	–	197
2018 Q2	$3.25M	Buy	17,517 +1,862	+12%	+$355K	0.59%	62
2018 Q1	$2.87M	Buy	+15,655	New	+$2.95M	0.55%	64

Other funds holding BABA

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Transform Wealth's BABA Position: Q3 2018 in Review

Transform Wealth sold out of Alibaba (BABA) in Q3 2018, closing a stake of 17,517 shares — an estimated $3.25M sold.

Transform Wealth first reported a position in BABA in Q1 2018 and held it in 2 quarters. The position peaked at $3.25M in Q2 2018. 1,382 funds tracked by Wall St. Rank hold BABA as of Q3 2018.

Transform Wealth reported no remaining Alibaba position as of Q3 2018 after selling out during the quarter.
Transform Wealth sold 17,517 Alibaba shares in Q3 2018, an estimated $3.25M.
Transform Wealth first reported a position in Alibaba in Q1 2018 and held it in 2 quarters.
Transform Wealth's Alibaba position peaked at $3.25M in Q2 2018.
1,382 funds tracked by Wall St. Rank held Alibaba as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.