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WFG Advisors’s Best Buy BBY Stock Holding History

WFG 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
Q4 		– Sell
-136
Closed -$5K – 1567
2015
Q3 		$5K Buy
+136
New +$4.66K ﹤0.01% 1246
2015
Q1 		– Sell
-102
Closed -$4K – 1776
2014
Q4 		$4K Sell
102
-517
-84% -$18.2K ﹤0.01% 1683
2014
Q3 		$21K Buy
619
+1
+0.2% +$31 ﹤0.01% 1252
2014
Q2 		$19K Sell
618
-399
-39% -$10.8K ﹤0.01% 1292
2014
Q1 		$27K Buy
1,017
+291
+40% +$7.97K 0.01% 1140
2013
Q4 		$29K Sell
726
-299
-29% -$12.3K ﹤0.01% 1183
2013
Q3 		$38K Sell
1,025
-600
-37% -$19.9K 0.01% 1021
2013
Q2 		$44K Buy
+1,625
New +$41.9K 0.01% 932

Other funds holding BBY

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return