Integrated Wealth Management (Palm Desert)’s Best Buy BBY Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-37	Closed	-$1K	–	300
2016 Q3	$1K	Hold	37	–	–	﹤0.01%	1126
2016 Q2	$1K	Hold	37	–	–	﹤0.01%	1149
2016 Q1	$1K	Hold	37	–	–	﹤0.01%	1070
2015 Q4	$1K	Hold	37	–	–	﹤0.01%	1158
2015 Q3	$1K	Hold	37	–	–	﹤0.01%	1174
2015 Q2	$1K	Sell	37 -37	-50%	-$1.31K	﹤0.01%	1208
2015 Q1	$2K	Buy	+74	New	+$2.83K	﹤0.01%	1076

Other funds holding BBY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BBY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Best Buy (BBY) in Q4 2016, closing a stake of 37 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BBY in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q1 2015. 527 funds tracked by Wall St. Rank hold BBY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Best Buy position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 37 Best Buy shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Best Buy in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Best Buy position peaked at $2K in Q1 2015.
527 funds tracked by Wall St. Rank held Best Buy as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.