MWM
BBBY

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

Mascoma 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
2018
Q2 		– Sell
-471,957
Closed -$12.9M – 397
2018
Q1 		$12.9M Hold
471,957
– – 8.47% 2
2017
Q4 		$23.6M Buy
471,957
+2,560
+0.5% +$92.5K 14.56% 1
2017
Q3 		$10.5M Hold
469,397
– – 6.99% 3
2017
Q2 		$5.75M Hold
469,397
– – 3.88% 7
2017
Q1 		$6.07M Sell
469,397
-154,984
-25% -$2.02M 4.34% 7
2016
Q4 		$8.21M Buy
+624,381
New +$7.68M 6.04% 5

Other funds holding BBBY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return