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

LBA 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
2017 Q1	$3K	Sell	68 -3,615	-98%	-$145K	﹤0.01%	393
2016 Q4	$150K	Sell	3,683 -925	-20%	-$40.1K	0.08%	117
2016 Q3	$199K	Buy	4,608 +425	+10%	+$18.9K	0.11%	111
2016 Q2	$181K	Sell	4,183 -975	-19%	-$44.2K	0.1%	111
2016 Q1	$256K	Buy	5,158 +200	+4%	+$9.37K	0.15%	100
2015 Q4	$239K	Sell	4,958 -4,250	-46%	-$236K	0.14%	107
2015 Q3	$525K	Sell	9,208 -457	-5%	-$29.1K	0.33%	55
2015 Q2	$667K	Buy	9,665 +9,565	+9,565%	+$685K	0.42%	40
2015 Q1	$8K	Hold	100	–	–	0.01%	247
2014 Q4	$8K	Hold	100	–	–	0.01%	242
2014 Q3	$7K	Hold	100	–	–	﹤0.01%	309
2014 Q2	$6K	Hold	100	–	–	﹤0.01%	226
2014 Q1	$7K	Buy	+100	New	+$6.77K	0.01%	217

Other funds holding BBBY

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LBA Wealth Management's BBBY Position: Q1 2017 in Review

LBA Wealth Management reduced its Bed Bath & Beyond Inc (BBBY) stake by 98% in Q1 2017, selling an estimated $145K and leaving 68 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

LBA Wealth Management first reported a position in BBBY in Q1 2014 and has held it in 13 quarters since. The position peaked at $667K in Q2 2015. 478 funds tracked by Wall St. Rank hold BBBY as of Q1 2017.

LBA Wealth Management held 68 shares of Bed Bath & Beyond Inc worth $3K as of Q1 2017.
LBA Wealth Management sold 3,615 Bed Bath & Beyond Inc shares in Q1 2017, an estimated $145K.
Bed Bath & Beyond Inc made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #393 holding.
LBA Wealth Management first reported a position in Bed Bath & Beyond Inc in Q1 2014 and has held it in 13 quarters since.
LBA Wealth Management's Bed Bath & Beyond Inc position peaked at $667K in Q2 2015.
478 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.