GWM
BBBY

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

Gupta 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
2016
Q1 		$750K Buy
15,108
+286
+2% +$13.4K 0.18% 107
2015
Q4 		$715K Sell
14,822
-7,300
-33% -$406K 0.18% 110
2015
Q3 		$1.26M Hold
22,122
– – 0.31% 71
2015
Q2 		$1.53M Sell
22,122
-244
-1% -$17.5K 0.37% 63
2015
Q1 		$1.72M Buy
+22,366
New +$1.7M 0.51% 54

Other funds holding BBBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Gupta Wealth Management's BBBY Position: Q1 2016 in Review

Gupta Wealth Management increased its Bed Bath & Beyond Inc (BBBY) stake by 1.9% in Q1 2016, buying an estimated $13.4K and bringing the position to 15,108 shares worth $750K. The position accounts for 0.18% of the portfolio, ranked #107.

Gupta Wealth Management first reported a position in BBBY in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.72M in Q1 2015. 543 funds tracked by Wall St. Rank hold BBBY as of Q1 2016.

  • Gupta Wealth Management held 15,108 shares of Bed Bath & Beyond Inc worth $750K as of Q1 2016.
  • Gupta Wealth Management bought 286 Bed Bath & Beyond Inc shares in Q1 2016, an estimated $13.4K.
  • Bed Bath & Beyond Inc made up 0.18% of Gupta Wealth Management's portfolio in Q1 2016, its #107 holding.
  • Gupta Wealth Management first reported a position in Bed Bath & Beyond Inc in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Bed Bath & Beyond Inc position peaked at $1.72M in Q1 2015.
  • 543 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.