WealthSource Partners’s iQIYI IQ Stock Holding History

WealthSource Partners’s Portfolio IQ Stock Details IQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,902	Closed	-$223K	–	334
2018 Q2	$223K	Buy	+6,902	New	+$168K	0.06%	259

Other funds holding IQ

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIM

Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

WealthSource Partners's IQ Position: Q3 2018 in Review

WealthSource Partners sold out of iQIYI (IQ) in Q3 2018, closing a stake of 6,902 shares — an estimated $223K sold.

WealthSource Partners first reported a position in IQ in Q2 2018 and held it in 1 quarter. The position peaked at $223K in Q2 2018. 212 funds tracked by Wall St. Rank hold IQ as of Q3 2018.

WealthSource Partners reported no remaining iQIYI position as of Q3 2018 after selling out during the quarter.
WealthSource Partners sold 6,902 iQIYI shares in Q3 2018, an estimated $223K.
WealthSource Partners first reported a position in iQIYI in Q2 2018 and held it in 1 quarter.
WealthSource Partners's iQIYI position peaked at $223K in Q2 2018.
212 funds tracked by Wall St. Rank held iQIYI as of Q3 2018.

Based on WealthSource Partners's 13F filing for Q3 2018, filed 13 Nov 2018.