TrueWealth LLC’s Best Buy BBY Stock Holding History

TrueWealth LLC’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
2018 Q4	–	Sell	-8	Closed	-$1K	–	733
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	756
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	765
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	733
2017 Q4	$1K	Buy	+8	New	+$473	﹤0.01%	840

Other funds holding BBY

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

TrueWealth LLC's BBY Position: Q4 2018 in Review

TrueWealth LLC sold out of Best Buy (BBY) in Q4 2018, closing a stake of 8 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in BBY in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 602 funds tracked by Wall St. Rank hold BBY as of Q4 2018.

TrueWealth LLC reported no remaining Best Buy position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 8 Best Buy shares in Q4 2018, an estimated $1K.
TrueWealth LLC first reported a position in Best Buy in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's Best Buy position peaked at $1K in Q3 2018.
602 funds tracked by Wall St. Rank held Best Buy as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.