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MinichMacGregor Wealth Management’s Bath & Body Works BBWI Stock Holding History

MinichMacGregor Wealth Management’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-26
Closed -$1K – 459
2016
Q4 		$1K Buy
26
+5
+24% +$284 ﹤0.01% 401
2016
Q3 		$1K Buy
+21
New +$1.24K ﹤0.01% 398

Other funds holding BBWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MinichMacGregor Wealth Management's BBWI Position: Q1 2017 in Review

MinichMacGregor Wealth Management sold out of Bath & Body Works (BBWI) in Q1 2017, closing a stake of 26 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in BBWI in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q4 2016. 491 funds tracked by Wall St. Rank hold BBWI as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining Bath & Body Works position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 26 Bath & Body Works shares in Q1 2017, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in Bath & Body Works in Q3 2016 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Bath & Body Works position peaked at $1K in Q4 2016.
  • 491 funds tracked by Wall St. Rank held Bath & Body Works as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.