Calton & Associates’s Bed Bath & Beyond BBBY Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-266	Closed	-$16K	–	469
2017 Q4	$16K	Buy	+266	New	+$9.61K	﹤0.01%	931

Other funds holding BBBY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

Calton & Associates's BBBY Position: Q1 2018 in Review

Calton & Associates sold out of Bed Bath & Beyond (BBBY) in Q1 2018, closing a stake of 266 shares — an estimated $16K sold.

Calton & Associates first reported a position in BBBY in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 156 funds tracked by Wall St. Rank hold BBBY as of Q1 2018.

Calton & Associates reported no remaining Bed Bath & Beyond position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 266 Bed Bath & Beyond shares in Q1 2018, an estimated $16K.
Calton & Associates first reported a position in Bed Bath & Beyond in Q4 2017 and held it in 1 quarter.
Calton & Associates's Bed Bath & Beyond position peaked at $16K in Q4 2017.
156 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.