OWA
BIG

One Wealth Advisors’s Big Lots, Inc. BIG Stock Holding History

One Wealth Advisors’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,327
Closed -$55K – 501
2018
Q3 		$55K Sell
1,327
-27
-2% -$1.19K 0.04% 261
2018
Q2 		$57K Hold
1,354
– – 0.05% 256
2018
Q1 		$59K Sell
1,354
-86
-6% -$4.71K 0.05% 239
2017
Q4 		$81K Buy
+1,440
New +$78.1K 0.07% 229

Other funds holding BIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

One Wealth Advisors's BIG Position: Q4 2018 in Review

One Wealth Advisors sold out of Big Lots, Inc. (BIG) in Q4 2018, closing a stake of 1,327 shares — an estimated $55K sold.

One Wealth Advisors first reported a position in BIG in Q4 2017 and held it in 4 quarters. The position peaked at $81K in Q4 2017. 265 funds tracked by Wall St. Rank hold BIG as of Q4 2018.

  • One Wealth Advisors reported no remaining Big Lots, Inc. position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 1,327 Big Lots, Inc. shares in Q4 2018, an estimated $55K.
  • One Wealth Advisors first reported a position in Big Lots, Inc. in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's Big Lots, Inc. position peaked at $81K in Q4 2017.
  • 265 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.