WFG Advisors’s Alibaba BABA Stock Holding History

WFG Advisors’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 Q2	$290K	Buy	2,056 +876	+74%	+$108K	0.07%	290
2017 Q1	$127K	Buy	1,180 +59	+5%	+$6K	0.03%	425
2016 Q4	$98K	Sell	1,121 -1,174	-51%	-$113K	0.02%	525
2016 Q3	$243K	Sell	2,295 -628	-21%	-$58.2K	0.06%	318
2016 Q2	$232K	Buy	2,923 +316	+12%	+$24.7K	0.06%	294
2016 Q1	$206K	Sell	2,607 -170	-6%	-$12K	0.06%	296
2015 Q4	$226K	Hold	2,777	–	–	0.07%	264
2015 Q3	$164K	Sell	2,777 -450	-14%	-$32.7K	0.05%	330
2015 Q2	$265K	Buy	3,227 +143	+5%	+$12.3K	0.07%	266
2015 Q1	$257K	Sell	3,084 -974	-24%	-$87.9K	0.07%	288
2014 Q4	$422K	Buy	4,058 +2,078	+105%	+$213K	0.09%	256
2014 Q3	$176K	Buy	+1,980	New	+$178K	0.03%	481

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

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WFG Advisors's BABA Position: Q2 2017 in Review

WFG Advisors increased its Alibaba (BABA) stake by 74% in Q2 2017, buying an estimated $108K and bringing the position to 2,056 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #290.

WFG Advisors first reported a position in BABA in Q3 2014 and has held it in 12 quarters since. The position peaked at $422K in Q4 2014. 977 funds tracked by Wall St. Rank hold BABA as of Q2 2017.

WFG Advisors held 2,056 shares of Alibaba worth $290K as of Q2 2017.
WFG Advisors bought 876 Alibaba shares in Q2 2017, an estimated $108K.
Alibaba made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #290 holding.
WFG Advisors first reported a position in Alibaba in Q3 2014 and has held it in 12 quarters since.
WFG Advisors's Alibaba position peaked at $422K in Q4 2014.
977 funds tracked by Wall St. Rank held Alibaba as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.