Sheaff Brock Investment Advisors’s BlackBerry BB Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio BB Stock Details BB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,300	Closed	-$47K	–	486
2020 Q3	$47K	Buy	+10,300	New	+$49.9K	﹤0.01%	450
2017 Q3	–	Sell	-24,293	Closed	-$243K	–	573
2017 Q2	$243K	Buy	+24,293	New	+$239K	0.03%	448
2016 Q1	–	Sell	-13,800	Closed	-$128K	–	636
2015 Q4	$128K	Buy	+13,800	New	+$106K	0.01%	564

Other funds holding BB

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sheaff Brock Investment Advisors's BB Position: Q4 2020 in Review

Sheaff Brock Investment Advisors sold out of BlackBerry (BB) in Q4 2020, closing a stake of 10,300 shares — an estimated $47K sold.

Sheaff Brock Investment Advisors first reported a position in BB in Q4 2015 and held it in 3 quarters. The position peaked at $243K in Q2 2017. 278 funds tracked by Wall St. Rank hold BB as of Q4 2020.

Sheaff Brock Investment Advisors reported no remaining BlackBerry position as of Q4 2020 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 10,300 BlackBerry shares in Q4 2020, an estimated $47K.
Sheaff Brock Investment Advisors first reported a position in BlackBerry in Q4 2015 and held it in 3 quarters.
Sheaff Brock Investment Advisors's BlackBerry position peaked at $243K in Q2 2017.
278 funds tracked by Wall St. Rank held BlackBerry as of Q4 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.