EWM
BBBY

Edge Wealth Management’s Bed Bath & Beyond BBBY Stock Holding History

Edge Wealth Management’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
-2,662
Closed -$130K – 564
2017
Q4 		$130K Buy
+2,662
New +$96.1K 0.04% 154

Other funds holding BBBY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
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
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
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
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

Edge Wealth Management's BBBY Position: Q1 2018 in Review

Edge Wealth Management sold out of Bed Bath & Beyond (BBBY) in Q1 2018, closing a stake of 2,662 shares — an estimated $130K sold.

Edge Wealth Management first reported a position in BBBY in Q4 2017 and held it in 1 quarter. The position peaked at $130K in Q4 2017. 156 funds tracked by Wall St. Rank hold BBBY as of Q1 2018.

  • Edge Wealth Management reported no remaining Bed Bath & Beyond position as of Q1 2018 after selling out during the quarter.
  • Edge Wealth Management sold 2,662 Bed Bath & Beyond shares in Q1 2018, an estimated $130K.
  • Edge Wealth Management first reported a position in Bed Bath & Beyond in Q4 2017 and held it in 1 quarter.
  • Edge Wealth Management's Bed Bath & Beyond position peaked at $130K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q1 2018.

Based on Edge Wealth Management's 13F filing for Q1 2018, filed 5 Apr 2018.