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Optimum Investment Advisors’s Best Buy BBY Stock Holding History

Optimum Investment 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
2015
Q1 		$45K Sell
1,187
-825
-41% -$31.6K 0.01% 525
2014
Q4 		$78K Sell
2,012
-325
-14% -$11.4K 0.03% 410
2014
Q3 		$78K Hold
2,337
– – 0.03% 389
2014
Q2 		$72K Hold
2,337
– – 0.02% 403
2014
Q1 		$62K Hold
2,337
– – 0.02% 368
2013
Q4 		$93K Hold
2,337
– – 0.04% 302
2013
Q3 		$88K Buy
+2,337
New +$77.6K 0.04% 294

Other funds holding BBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Optimum Investment Advisors's BBY Position: Q1 2015 in Review

Optimum Investment Advisors reduced its Best Buy (BBY) stake by 41% in Q1 2015, selling an estimated $31.6K and leaving 1,187 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #525.

Optimum Investment Advisors first reported a position in BBY in Q3 2013 and has held it in 7 quarters since. The position peaked at $93K in Q4 2013. 483 funds tracked by Wall St. Rank hold BBY as of Q1 2015.

  • Optimum Investment Advisors held 1,187 shares of Best Buy worth $45K as of Q1 2015.
  • Optimum Investment Advisors sold 825 Best Buy shares in Q1 2015, an estimated $31.6K.
  • Best Buy made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #525 holding.
  • Optimum Investment Advisors first reported a position in Best Buy in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Best Buy position peaked at $93K in Q4 2013.
  • 483 funds tracked by Wall St. Rank held Best Buy as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.