IWC
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Integrated Wealth Counsel’s Best Buy BBY Stock Holding History

Integrated Wealth Counsel’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
Q4 		$8K Hold
195
– – 0.02% 178
2016
Q3 		$7K Buy
+195
New +$6.84K 0.01% 170

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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Counsel's BBY Position: Q4 2016 in Review

Integrated Wealth Counsel held its Best Buy (BBY) position steady in Q4 2016 at 195 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #178.

Integrated Wealth Counsel first reported a position in BBY in Q3 2016 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold BBY as of Q4 2016.

  • Integrated Wealth Counsel held 195 shares of Best Buy worth $8K as of Q4 2016.
  • Integrated Wealth Counsel left its Best Buy share count unchanged in Q4 2016.
  • Best Buy made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #178 holding.
  • Integrated Wealth Counsel first reported a position in Best Buy in Q3 2016 and has held it in 2 quarters since.
  • 527 funds tracked by Wall St. Rank held Best Buy as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.