Creative Planning
BBBY

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

Creative 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
2019
Q4 		– Sell
-18,172
Closed -$193K – 2138
2019
Q3 		$193K Buy
+18,172
New +$175K ﹤0.01% 1622
2019
Q2 		– Sell
-15,653
Closed -$266K – 2151
2019
Q1 		$266K Buy
15,653
+4,540
+41% +$68.6K ﹤0.01% 1398
2018
Q4 		$126K Sell
11,113
-500
-4% -$6.53K ﹤0.01% 1595
2018
Q3 		$174K Buy
11,613
+344
+3% +$6.44K ﹤0.01% 1703
2018
Q2 		$225K Sell
11,269
-1,496
-12% -$27.9K ﹤0.01% 1568
2018
Q1 		$268K Sell
12,765
-791
-6% -$17.5K ﹤0.01% 1413
2017
Q4 		$298K Sell
13,556
-1,908
-12% -$41.4K ﹤0.01% 1366
2017
Q3 		$363K Sell
15,464
-1,212
-7% -$34K ﹤0.01% 1221
2017
Q2 		$507K Buy
16,676
+2,163
+15% +$78.2K ﹤0.01% 1005
2017
Q1 		$573K Sell
14,513
-1,249
-8% -$50.1K ﹤0.01% 917
2016
Q4 		$641K Sell
15,762
-798
-5% -$34.6K ﹤0.01% 807
2016
Q3 		$714K Buy
16,560
+13,975
+541% +$621K ﹤0.01% 736
2016
Q2 		$112K Buy
2,585
+30
+1% +$1.36K ﹤0.01% 1603
2016
Q1 		$127K Buy
2,555
+445
+21% +$20.8K ﹤0.01% 1487
2015
Q4 		$102K Hold
2,110
– – ﹤0.01% 1621
2015
Q3 		$120K Buy
+2,110
New +$135K ﹤0.01% 1492
2015
Q2 		– Sell
-2,894
Closed -$222K – 3249
2015
Q1 		$222K Buy
2,894
+121
+4% +$9.18K ﹤0.01% 1133
2014
Q4 		$211K Sell
2,773
-241
-8% -$16.8K ﹤0.01% 1113
2014
Q3 		$198K Buy
3,014
+442
+17% +$27.8K ﹤0.01% 1057
2014
Q2 		$148K Buy
2,572
+358
+16% +$22.3K ﹤0.01% 1199
2014
Q1 		$152K Buy
2,214
+816
+58% +$55.2K ﹤0.01% 1143
2013
Q4 		$112K Sell
1,398
-52
-4% -$4.02K ﹤0.01% 1138
2013
Q3 		$112K Sell
1,450
-2,125
-59% -$159K ﹤0.01% 1051
2013
Q2 		$254K Buy
+3,575
New +$244K 0.01% 607

Other funds holding BBBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's BBBY Position: Q4 2019 in Review

Creative Planning sold out of Bed Bath & Beyond Inc (BBBY) in Q4 2019, closing a stake of 18,172 shares — an estimated $193K sold.

Creative Planning first reported a position in BBBY in Q2 2013 and held it in 24 quarters. The position peaked at $714K in Q3 2016. 294 funds tracked by Wall St. Rank hold BBBY as of Q4 2019.

  • Creative Planning reported no remaining Bed Bath & Beyond Inc position as of Q4 2019 after selling out during the quarter.
  • Creative Planning sold 18,172 Bed Bath & Beyond Inc shares in Q4 2019, an estimated $193K.
  • Creative Planning first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 24 quarters.
  • Creative Planning's Bed Bath & Beyond Inc position peaked at $714K in Q3 2016.
  • 294 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.