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
2018
Q2 		– Sell
-1,000
Closed -$2K – 2197
2018
Q1 		$2K Buy
+1,000
New +$22.1K ﹤0.01% 1998

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.