CWM
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Concert Wealth Management’s Best Buy BBY Stock Holding History

Concert Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-21,252
Closed -$694K – 691
2016
Q1 		$694K Sell
21,252
-355
-2% -$10.8K 0.09% 273
2015
Q4 		$664K Sell
21,607
-98
-0.5% -$3.24K 0.09% 294
2015
Q3 		$813K Buy
21,705
+492
+2% +$16.9K 0.11% 238
2015
Q2 		$703K Buy
+21,213
New +$752K 0.09% 288

Other funds holding BBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Concert Wealth Management's BBY Position: Q2 2016 in Review

Concert Wealth Management sold out of Best Buy (BBY) in Q2 2016, closing a stake of 21,252 shares — an estimated $694K sold.

Concert Wealth Management first reported a position in BBY in Q2 2015 and held it in 4 quarters. The position peaked at $813K in Q3 2015. 459 funds tracked by Wall St. Rank hold BBY as of Q2 2016.

  • Concert Wealth Management reported no remaining Best Buy position as of Q2 2016 after selling out during the quarter.
  • Concert Wealth Management sold 21,252 Best Buy shares in Q2 2016, an estimated $694K.
  • Concert Wealth Management first reported a position in Best Buy in Q2 2015 and held it in 4 quarters.
  • Concert Wealth Management's Best Buy position peaked at $813K in Q3 2015.
  • 459 funds tracked by Wall St. Rank held Best Buy as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.