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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

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WFG Advisors's BBY Position: Q4 2015 in Review

WFG Advisors sold out of Best Buy (BBY) in Q4 2015, closing a stake of 136 shares — an estimated $5K sold.

WFG Advisors first reported a position in BBY in Q2 2013 and held it in 8 quarters. The position peaked at $44K in Q2 2013. 456 funds tracked by Wall St. Rank hold BBY as of Q4 2015.

  • WFG Advisors reported no remaining Best Buy position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 136 Best Buy shares in Q4 2015, an estimated $5K.
  • WFG Advisors first reported a position in Best Buy in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's Best Buy position peaked at $44K in Q2 2013.
  • 456 funds tracked by Wall St. Rank held Best Buy as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.