IPC
BBBY

Independent Portfolio Consultants’s Bed Bath & Beyond BBBY Stock Holding History

Independent Portfolio Consultants’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
2014
Q4 		– Sell
-666
Closed -$8K – 797
2014
Q3 		$8K Sell
666
-2,036
-75% -$25.7K ﹤0.01% 761
2014
Q2 		$32K Buy
+2,702
New +$33.2K 0.01% 706

Other funds holding BBBY

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Independent Portfolio Consultants's BBBY Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Bed Bath & Beyond (BBBY) in Q4 2014, closing a stake of 666 shares — an estimated $8K sold.

Independent Portfolio Consultants first reported a position in BBBY in Q2 2014 and held it in 2 quarters. The position peaked at $32K in Q2 2014. 94 funds tracked by Wall St. Rank hold BBBY as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Bed Bath & Beyond position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 666 Bed Bath & Beyond shares in Q4 2014, an estimated $8K.
  • Independent Portfolio Consultants first reported a position in Bed Bath & Beyond in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Bed Bath & Beyond position peaked at $32K in Q2 2014.
  • 94 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.