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Measured Wealth Private Client Group’s Best Buy BBY Stock Holding History

Measured Wealth Private Client Group’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
Q3 		– Sell
-3,735
Closed -$216K – 143
2019
Q2 		$216K Buy
3,735
+781
+26% +$54.5K 0.12% 171
2019
Q1 		$210K Buy
+2,954
New +$184K 0.13% 165
2018
Q4 		– Sell
-2,139
Closed -$168K – 160
2018
Q3 		$168K Buy
+2,139
New +$166K 0.1% 161

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's BBY Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Best Buy (BBY) in Q3 2019, closing a stake of 3,735 shares — an estimated $216K sold.

Measured Wealth Private Client Group first reported a position in BBY in Q3 2018 and held it in 3 quarters. The position peaked at $216K in Q2 2019. 609 funds tracked by Wall St. Rank hold BBY as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining Best Buy position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 3,735 Best Buy shares in Q3 2019, an estimated $216K.
  • Measured Wealth Private Client Group first reported a position in Best Buy in Q3 2018 and held it in 3 quarters.
  • Measured Wealth Private Client Group's Best Buy position peaked at $216K in Q2 2019.
  • 609 funds tracked by Wall St. Rank held Best Buy as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.