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

Evercore 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
2017 Q2	–	Sell	-375	Closed	-$15K	–	1052
2017 Q1	$15K	Hold	375	–	–	﹤0.01%	791
2016 Q4	$15K	Sell	375 -2,916	-89%	-$126K	﹤0.01%	794
2016 Q3	$142K	Sell	3,291 -539	-14%	-$24K	0.01%	433
2016 Q2	$165K	Buy	3,830 +909	+31%	+$41.2K	0.01%	391
2016 Q1	$145K	Buy	2,921 +46	+2%	+$2.15K	0.01%	409
2015 Q4	$138K	Buy	2,875 +2,120	+281%	+$118K	0.01%	440
2015 Q3	$43K	Sell	755 -10,000	-93%	-$638K	﹤0.01%	610
2015 Q2	$742K	Hold	10,755	–	–	0.03%	230
2015 Q1	$826K	Hold	10,755	–	–	0.04%	209
2014 Q4	$820K	Hold	10,755	–	–	0.04%	186
2014 Q3	$708K	Buy	10,755 +9,170	+579%	+$577K	0.04%	221
2014 Q2	$92K	Sell	1,585 -145	-8%	-$9.05K	﹤0.01%	523
2014 Q1	$120K	Buy	1,730 +400	+30%	+$27.1K	0.01%	454
2013 Q4	$106K	Sell	1,330 -4,224	-76%	-$327K	0.01%	448
2013 Q3	$429K	Sell	5,554 -14,375	-72%	-$1.08M	0.02%	297
2013 Q2	$1.42M	Buy	+19,929	New	+$1.36M	0.08%	180

Other funds holding BBBY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Evercore Wealth Management's BBBY Position: Q2 2017 in Review

Evercore Wealth Management sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2017, closing a stake of 375 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in BBBY in Q2 2013 and held it in 16 quarters. The position peaked at $1.42M in Q2 2013. 433 funds tracked by Wall St. Rank hold BBBY as of Q2 2017.

Evercore Wealth Management reported no remaining Bed Bath & Beyond Inc position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 375 Bed Bath & Beyond Inc shares in Q2 2017, an estimated $15K.
Evercore Wealth Management first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 16 quarters.
Evercore Wealth Management's Bed Bath & Beyond Inc position peaked at $1.42M in Q2 2013.
433 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.