Kays Financial Advisory’s Bed Bath & Beyond Inc BBBY Stock Holding History

Kays Financial Advisory’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	-26,486	Closed	-$1.05M	–	84
2017 Q1	$1.05M	Sell	26,486 -11,032	-29%	-$443K	0.37%	43
2016 Q4	$1.52M	Buy	37,518 +2,948	+9%	+$128K	0.59%	32
2016 Q3	$1.49M	Buy	34,570 +6,800	+24%	+$302K	0.63%	33
2016 Q2	$1.2M	Buy	27,770 +4,341	+19%	+$197K	0.54%	34
2016 Q1	$1.16M	Buy	23,429 +14,306	+157%	+$670K	0.57%	26
2015 Q4	$440K	Buy	9,123 +1,016	+13%	+$56.4K	0.23%	50
2015 Q3	$462K	Buy	+8,107	New	+$517K	0.26%	47

Other funds holding BBBY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kays Financial Advisory's BBBY Position: Q2 2017 in Review

Kays Financial Advisory sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2017, closing a stake of 26,486 shares — an estimated $1.05M sold.

Kays Financial Advisory first reported a position in BBBY in Q3 2015 and held it in 7 quarters. The position peaked at $1.52M in Q4 2016. 433 funds tracked by Wall St. Rank hold BBBY as of Q2 2017.

Kays Financial Advisory reported no remaining Bed Bath & Beyond Inc position as of Q2 2017 after selling out during the quarter.
Kays Financial Advisory sold 26,486 Bed Bath & Beyond Inc shares in Q2 2017, an estimated $1.05M.
Kays Financial Advisory first reported a position in Bed Bath & Beyond Inc in Q3 2015 and held it in 7 quarters.
Kays Financial Advisory's Bed Bath & Beyond Inc position peaked at $1.52M in Q4 2016.
433 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2017.

Based on Kays Financial Advisory's 13F filing for Q2 2017, filed 1 Nov 2018.