MFW
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Mosaic Family Wealth’s Best Buy BBY Stock Holding History

Mosaic Family Wealth’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
-24
Closed -$1K – 708
2016
Q3 		$1K Hold
24
– – ﹤0.01% 721
2016
Q2 		$1K Hold
24
– – ﹤0.01% 752
2016
Q1 		$0 Hold
24
– – ﹤0.01% 789
2015
Q4 		$0 Buy
+24
New +$794 ﹤0.01% 763

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

Mosaic Family Wealth's BBY Position: Q4 2016 in Review

Mosaic Family Wealth sold out of Best Buy (BBY) in Q4 2016, closing a stake of 24 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in BBY in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 527 funds tracked by Wall St. Rank hold BBY as of Q4 2016.

  • Mosaic Family Wealth reported no remaining Best Buy position as of Q4 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 24 Best Buy shares in Q4 2016, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Best Buy in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's Best Buy position peaked at $1K in Q3 2016.
  • 527 funds tracked by Wall St. Rank held Best Buy as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.