Loring Wolcott & Coolidge Fiduciary Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-200	Closed	-$6K	–	927
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	574
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	566
2016 Q4	$8K	Sell	200 -450	-69%	-$19.5K	﹤0.01%	548
2016 Q3	$28K	Hold	650	–	–	﹤0.01%	451
2016 Q2	$28K	Hold	650	–	–	﹤0.01%	456
2016 Q1	$32K	Hold	650	–	–	﹤0.01%	443
2015 Q4	$31K	Sell	650 -522	-45%	-$29K	﹤0.01%	480
2015 Q3	$81K	Hold	1,172	–	–	﹤0.01%	374
2015 Q2	$81K	Hold	1,172	–	–	﹤0.01%	374
2015 Q1	$90K	Sell	1,172 -3	-0.3%	-$228	﹤0.01%	372
2014 Q4	$90K	Sell	1,175 -16,075	-93%	-$1.12M	﹤0.01%	368
2014 Q3	$1.14M	Sell	17,250 -27,530	-61%	-$1.73M	0.03%	143
2014 Q2	$2.57M	Sell	44,780 -1,785	-4%	-$111K	0.07%	104
2014 Q1	$3.2M	Sell	46,565 -3,600	-7%	-$244K	0.09%	101
2013 Q4	$4.03M	Sell	50,165 -6,550	-12%	-$507K	0.11%	95
2013 Q3	$4.39M	Buy	56,715 +1,755	+3%	+$131K	0.13%	93
2013 Q2	$3.9M	Buy	+54,960	New	+$3.74M	0.12%	101

Other funds holding BBBY

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.81T AUM 41.13% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BBBY Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q3 2017, closing a stake of 200 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BBBY in Q2 2013 and held it in 17 quarters. The position peaked at $4.39M in Q3 2013. 366 funds tracked by Wall St. Rank hold BBBY as of Q3 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Bed Bath & Beyond Inc position as of Q3 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Bed Bath & Beyond Inc shares in Q3 2017, an estimated $6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 17 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Bed Bath & Beyond Inc position peaked at $4.39M in Q3 2013.
366 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.