EIM
BBY icon

Emerson Investment Management’s Best Buy BBY Stock Holding History

Emerson Investment 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
2014
Q1 		– Sell
-5,575
Closed -$222K – 142
2013
Q4 		$222K Sell
5,575
-8,000
-59% -$328K 0.05% 133
2013
Q3 		$509K Sell
13,575
-16,845
-55% -$560K 0.11% 100
2013
Q2 		$831K Buy
+30,420
New +$784K 0.19% 88

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Emerson Investment Management's BBY Position: Q1 2014 in Review

Emerson Investment Management sold out of Best Buy (BBY) in Q1 2014, closing a stake of 5,575 shares — an estimated $222K sold.

Emerson Investment Management first reported a position in BBY in Q2 2013 and held it in 3 quarters. The position peaked at $831K in Q2 2013. 381 funds tracked by Wall St. Rank hold BBY as of Q1 2014.

  • Emerson Investment Management reported no remaining Best Buy position as of Q1 2014 after selling out during the quarter.
  • Emerson Investment Management sold 5,575 Best Buy shares in Q1 2014, an estimated $222K.
  • Emerson Investment Management first reported a position in Best Buy in Q2 2013 and held it in 3 quarters.
  • Emerson Investment Management's Best Buy position peaked at $831K in Q2 2013.
  • 381 funds tracked by Wall St. Rank held Best Buy as of Q1 2014.

Based on Emerson Investment Management's 13F filing for Q1 2014, filed 12 May 2014.