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Hefty Wealth Partners’s Best Buy BBY Stock Holding History

Hefty Wealth Partners’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
2017
Q2 		– Sell
-56
Closed -$2K – 244
2017
Q1 		$2K Buy
+56
New +$2.5K ﹤0.01% 224
2016
Q3 		– Sell
-28,112
Closed -$860K – 242
2016
Q2 		$860K Buy
28,112
+1,856
+7% +$58.4K 0.71% 52
2016
Q1 		$851K Buy
26,256
+4,491
+21% +$136K 0.8% 47
2015
Q4 		$662K Buy
+21,765
New +$720K 0.63% 58

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hefty Wealth Partners's BBY Position: Q2 2017 in Review

Hefty Wealth Partners sold out of Best Buy (BBY) in Q2 2017, closing a stake of 56 shares — an estimated $2K sold.

Hefty Wealth Partners first reported a position in BBY in Q4 2015 and held it in 4 quarters. The position peaked at $860K in Q2 2016. 539 funds tracked by Wall St. Rank hold BBY as of Q2 2017.

  • Hefty Wealth Partners reported no remaining Best Buy position as of Q2 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 56 Best Buy shares in Q2 2017, an estimated $2K.
  • Hefty Wealth Partners first reported a position in Best Buy in Q4 2015 and held it in 4 quarters.
  • Hefty Wealth Partners's Best Buy position peaked at $860K in Q2 2016.
  • 539 funds tracked by Wall St. Rank held Best Buy as of Q2 2017.

Based on Hefty Wealth Partners's 13F filing for Q2 2017, filed 6 Jul 2017.