JGIA
BBBY

Jackson Grant Investment Advisers’s Bed Bath & Beyond Inc BBBY Stock Holding History

Jackson Grant Investment Advisers’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 		– Sell
-1,209
Closed -$58K – 203
2015
Q4 		$58K Buy
+1,209
New +$67.2K 0.06% 100

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 $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
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 $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 16.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Jackson Grant Investment Advisers's BBBY Position: Q1 2016 in Review

Jackson Grant Investment Advisers sold out of Bed Bath & Beyond Inc (BBBY) in Q1 2016, closing a stake of 1,209 shares — an estimated $58K sold.

Jackson Grant Investment Advisers first reported a position in BBBY in Q4 2015 and held it in 1 quarter. The position peaked at $58K in Q4 2015. 543 funds tracked by Wall St. Rank hold BBBY as of Q1 2016.

  • Jackson Grant Investment Advisers reported no remaining Bed Bath & Beyond Inc position as of Q1 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 1,209 Bed Bath & Beyond Inc shares in Q1 2016, an estimated $58K.
  • Jackson Grant Investment Advisers first reported a position in Bed Bath & Beyond Inc in Q4 2015 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Bed Bath & Beyond Inc position peaked at $58K in Q4 2015.
  • 543 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q1 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2016, filed 4 Aug 2016.