Lyons Wealth Management’s Best Buy BBY Stock Holding History

Lyons Wealth 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
2019 Q1	–	Sell	-9,792	Closed	-$516K	–	17
2018 Q4	$516K	Sell	9,792 -794	-8%	-$51.9K	1.73%	27
2018 Q3	$842K	Sell	10,586 -635	-6%	-$49.2K	1.7%	22
2018 Q2	$840K	Sell	11,221 -1,138	-9%	-$84.1K	1.21%	20
2018 Q1	$862K	Sell	12,359 -879	-7%	-$63.2K	1.31%	19
2017 Q4	$908K	Sell	13,238 -277	-2%	-$16.4K	1.49%	15
2017 Q3	$770K	Sell	13,515 -4,074	-23%	-$233K	1.17%	22
2017 Q2	$1.01M	Sell	17,589 -719	-4%	-$38.4K	1.44%	10
2017 Q1	$900K	Buy	+18,308	New	+$818K	0.97%	17
2016 Q1	–	Sell	-23,063	Closed	-$700K	–	65
2015 Q4	$700K	Sell	23,063 -6,376	-22%	-$211K	0.9%	30
2015 Q3	$1.09M	Sell	29,439 -1,256	-4%	-$43K	1.42%	9
2015 Q2	$1M	Sell	30,695 -542	-2%	-$19.2K	1.14%	16
2015 Q1	$1.18M	Sell	31,237 -1,050	-3%	-$40.2K	1.28%	13
2014 Q4	$1.26M	Sell	32,287 -1,211	-4%	-$42.6K	1.32%	10
2014 Q3	$1.12M	Buy	+33,498	New	+$1.05M	1.2%	14
2014 Q2	–	Sell	-20,091	Closed	-$532K	–	79
2014 Q1	$532K	Buy	+20,091	New	+$550K	0.53%	38

Other funds holding BBY

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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return