IWC
BBBY

Integrated Wealth Counsel’s Bed Bath & Beyond Inc BBBY Stock Holding History

Integrated Wealth Counsel’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
Q2 		– Sell
-382
Closed -$26K – 159
2014
Q1 		$26K Hold
382
– – 0.02% 119
2013
Q4 		$31K Hold
382
– – 0.02% 119
2013
Q3 		$29.6K Hold
382
– – 0.02% 130
2013
Q2 		$27K Buy
+382
New +$26K 0.02% 131

Other funds holding BBBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Integrated Wealth Counsel's BBBY Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2014, closing a stake of 382 shares — an estimated $26K sold.

Integrated Wealth Counsel first reported a position in BBBY in Q2 2013 and held it in 4 quarters. The position peaked at $31K in Q4 2013. 599 funds tracked by Wall St. Rank hold BBBY as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining Bed Bath & Beyond Inc position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 382 Bed Bath & Beyond Inc shares in Q2 2014, an estimated $26K.
  • Integrated Wealth Counsel first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 4 quarters.
  • Integrated Wealth Counsel's Bed Bath & Beyond Inc position peaked at $31K in Q4 2013.
  • 599 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.