LWM
BBBY

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

Lenox 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
2014
Q2 		– Sell
-141
Closed -$10K – 178
2014
Q1 		$10K Sell
141
-309
-69% -$20.9K 0.01% 144
2013
Q4 		$36K Buy
+450
New +$34.8K 0.02% 100

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

Lenox Wealth Management's BBBY Position: Q2 2014 in Review

Lenox Wealth Management sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2014, closing a stake of 141 shares — an estimated $10K sold.

Lenox Wealth Management first reported a position in BBBY in Q4 2013 and held it in 2 quarters. The position peaked at $36K in Q4 2013. 599 funds tracked by Wall St. Rank hold BBBY as of Q2 2014.

  • Lenox Wealth Management reported no remaining Bed Bath & Beyond Inc position as of Q2 2014 after selling out during the quarter.
  • Lenox Wealth Management sold 141 Bed Bath & Beyond Inc shares in Q2 2014, an estimated $10K.
  • Lenox Wealth Management first reported a position in Bed Bath & Beyond Inc in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Management's Bed Bath & Beyond Inc position peaked at $36K in Q4 2013.
  • 599 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2014.

Based on Lenox Wealth Management's 13F filing for Q2 2014, filed 22 Sep 2014.