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Ullmann Wealth Partners Group’s Alibaba BABA Stock Holding History

Ullmann Wealth Partners Group’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
Q3 		– Sell
-75
Closed -$10K – 55
2017
Q2 		$10K Hold
75
– – 0.01% 138
2017
Q1 		$8K Buy
+75
New +$7.63K 0.01% 133

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ullmann Wealth Partners Group's BABA Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Alibaba (BABA) in Q3 2017, closing a stake of 75 shares — an estimated $10K sold.

Ullmann Wealth Partners Group first reported a position in BABA in Q1 2017 and held it in 2 quarters. The position peaked at $10K in Q2 2017. 1,095 funds tracked by Wall St. Rank hold BABA as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Alibaba position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 75 Alibaba shares in Q3 2017, an estimated $10K.
  • Ullmann Wealth Partners Group first reported a position in Alibaba in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Alibaba position peaked at $10K in Q2 2017.
  • 1,095 funds tracked by Wall St. Rank held Alibaba as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.