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Constellation Wealth Advisors’s Best Buy BBY Stock Holding History

Constellation Wealth Advisors’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
2015
Q3 		$7.08M Sell
190,741
-365
-0.2% -$12.5K 0.78% 34
2015
Q2 		$6.23M Buy
191,106
+341
+0.2% +$12.1K 0.53% 44
2015
Q1 		$7.21M Buy
190,765
+22
+0% +$842 0.63% 38
2014
Q4 		$7.43M Buy
+190,743
New +$6.71M 0.62% 37

Other funds holding BBY

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Constellation Wealth Advisors's BBY Position: Q3 2015 in Review

Constellation Wealth Advisors reduced its Best Buy (BBY) stake by 0.19% in Q3 2015, selling an estimated $12.5K and leaving 190,741 shares worth $7.08M. The position accounts for 0.78% of the portfolio, ranked #34.

Constellation Wealth Advisors first reported a position in BBY in Q4 2014 and has held it in 4 quarters since. The position peaked at $7.43M in Q4 2014. 467 funds tracked by Wall St. Rank hold BBY as of Q3 2015.

  • Constellation Wealth Advisors held 190,741 shares of Best Buy worth $7.08M as of Q3 2015.
  • Constellation Wealth Advisors sold 365 Best Buy shares in Q3 2015, an estimated $12.5K.
  • Best Buy made up 0.78% of Constellation Wealth Advisors's portfolio in Q3 2015, its #34 holding.
  • Constellation Wealth Advisors first reported a position in Best Buy in Q4 2014 and has held it in 4 quarters since.
  • Constellation Wealth Advisors's Best Buy position peaked at $7.43M in Q4 2014.
  • 467 funds tracked by Wall St. Rank held Best Buy as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.