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

Cobiz Wealth’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 Q3	–	Sell	-168	Closed	-$12K	–	368
2013 Q2	$12K	Buy	+168	New	+$11.4K	﹤0.01%	263

Other funds holding BBBY

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return

Cobiz Wealth's BBBY Position: Q3 2013 in Review

Cobiz Wealth sold out of Bed Bath & Beyond Inc (BBBY) in Q3 2013, closing a stake of 168 shares — an estimated $12K sold.

Cobiz Wealth first reported a position in BBBY in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 590 funds tracked by Wall St. Rank hold BBBY as of Q3 2013.

Cobiz Wealth reported no remaining Bed Bath & Beyond Inc position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 168 Bed Bath & Beyond Inc shares in Q3 2013, an estimated $12K.
Cobiz Wealth first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Bed Bath & Beyond Inc position peaked at $12K in Q2 2013.
590 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.