CWP
BBBY

Capital Wealth Planning’s Bed Bath & Beyond Inc BBBY Stock Holding History

Capital Wealth Planning’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
2013
Q4 		– Sell
-4,160
Closed -$322K – 147
2013
Q3 		$322K Buy
+4,160
New +$312K 0.14% 101

Other funds holding BBBY

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return

Capital Wealth Planning's BBBY Position: Q4 2013 in Review

Capital Wealth Planning sold out of Bed Bath & Beyond Inc (BBBY) in Q4 2013, closing a stake of 4,160 shares — an estimated $322K sold.

Capital Wealth Planning first reported a position in BBBY in Q3 2013 and held it in 1 quarter. The position peaked at $322K in Q3 2013. 630 funds tracked by Wall St. Rank hold BBBY as of Q4 2013.

  • Capital Wealth Planning reported no remaining Bed Bath & Beyond Inc position as of Q4 2013 after selling out during the quarter.
  • Capital Wealth Planning sold 4,160 Bed Bath & Beyond Inc shares in Q4 2013, an estimated $322K.
  • Capital Wealth Planning first reported a position in Bed Bath & Beyond Inc in Q3 2013 and held it in 1 quarter.
  • Capital Wealth Planning's Bed Bath & Beyond Inc position peaked at $322K in Q3 2013.
  • 630 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q4 2013.

Based on Capital Wealth Planning's 13F filing for Q4 2013, filed 10 Feb 2014.