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Lucus Advisors’s Best Buy BBY Stock Holding History

Lucus 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
2017
Q4 		– Sell
-6,120
Closed -$349K – 203
2017
Q3 		$349K Sell
6,120
-121
-2% -$6.93K 0.49% 68
2017
Q2 		$358K Sell
6,241
-2,196
-26% -$117K 0.48% 89
2017
Q1 		$415K Buy
+8,437
New +$377K 0.38% 35
2016
Q4 		– Sell
-10,472
Closed -$400K – 63
2016
Q3 		$400K Sell
10,472
-769
-7% -$27K 0.34% 43
2016
Q2 		$344K Buy
+11,241
New +$353K 0.28% 198
2016
Q1 		– Sell
-13,359
Closed -$407K – 274
2015
Q4 		$407K Buy
13,359
+871
+7% +$28.8K 0.25% 158
2015
Q3 		$464K Sell
12,488
-2,440
-16% -$83.6K 0.26% 66
2015
Q2 		$487K Buy
14,928
+1,339
+10% +$47.5K 0.23% 213
2015
Q1 		$514K Buy
13,589
+1,115
+9% +$42.7K 0.26% 128
2014
Q4 		$486K Buy
+12,474
New +$439K 0.22% 88

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lucus Advisors's BBY Position: Q4 2017 in Review

Lucus Advisors sold out of Best Buy (BBY) in Q4 2017, closing a stake of 6,120 shares — an estimated $349K sold.

Lucus Advisors first reported a position in BBY in Q4 2014 and held it in 10 quarters. The position peaked at $514K in Q1 2015. 565 funds tracked by Wall St. Rank hold BBY as of Q4 2017.

  • Lucus Advisors reported no remaining Best Buy position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 6,120 Best Buy shares in Q4 2017, an estimated $349K.
  • Lucus Advisors first reported a position in Best Buy in Q4 2014 and held it in 10 quarters.
  • Lucus Advisors's Best Buy position peaked at $514K in Q1 2015.
  • 565 funds tracked by Wall St. Rank held Best Buy as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.