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UCFA
United Capital Financial Advisors’s
JD.com
JD
Stock Holding History
United Capital Financial Advisors’s Portfolio
JD Stock Details
JD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-2,550
Closed
-$224K
–
1215
2020
Q4
$224K
Sell
2,550
-42,521
-94%
-$3.55M
﹤0.01%
1095
2020
Q3
$3.5M
Sell
45,071
-19,343
-30%
-$1.34M
0.02%
398
2020
Q2
$3.88M
Buy
+64,414
New
+$3.26M
0.03%
403
2017
Q4
–
Sell
-6,548
Closed
-$250K
–
1334
2017
Q3
$250K
Buy
6,548
+797
+14%
+$34.1K
﹤0.01%
1175
2017
Q2
$226K
Buy
+5,751
New
+$217K
﹤0.01%
1168
2016
Q1
–
Sell
-10,137
Closed
-$327K
–
1243
2015
Q4
$327K
Buy
10,137
+1,363
+16%
+$40.2K
﹤0.01%
991
2015
Q3
$229K
Buy
+8,774
New
+$254K
﹤0.01%
1125
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1-Year Est. Return
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$122B AUM
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1-Year Est. Return
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New York
$11.2B AUM
15.78%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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