AIA
BBBY

Avalon Investment & Advisory’s Bed Bath & Beyond Inc BBBY Stock Holding History

Avalon Investment & Advisory’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,650
Closed -$389K – 192
2014
Q1 		$389K Hold
5,650
– – 0.02% 156
2013
Q4 		$454K Sell
5,650
-910
-14% -$70.4K 0.03% 149
2013
Q3 		$507K Sell
6,560
-1,235
-16% -$92.5K 0.03% 149
2013
Q2 		$553K Buy
+7,795
New +$531K 0.03% 153

Other funds holding BBBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Avalon Investment & Advisory's BBBY Position: Q2 2014 in Review

Avalon Investment & Advisory sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2014, closing a stake of 5,650 shares — an estimated $389K sold.

Avalon Investment & Advisory first reported a position in BBBY in Q2 2013 and held it in 4 quarters. The position peaked at $553K in Q2 2013. 599 funds tracked by Wall St. Rank hold BBBY as of Q2 2014.

  • Avalon Investment & Advisory reported no remaining Bed Bath & Beyond Inc position as of Q2 2014 after selling out during the quarter.
  • Avalon Investment & Advisory sold 5,650 Bed Bath & Beyond Inc shares in Q2 2014, an estimated $389K.
  • Avalon Investment & Advisory first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 4 quarters.
  • Avalon Investment & Advisory's Bed Bath & Beyond Inc position peaked at $553K in Q2 2013.
  • 599 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2014.

Based on Avalon Investment & Advisory's 13F filing for Q2 2014, filed 14 Aug 2014.