MGIA
BBBY

Moneta Group Investment Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-60
Closed -$1K – 659
2018
Q1 		$1K Hold
60
– – ﹤0.01% 588
2017
Q4 		$1K Buy
+60
New +$1.3K ﹤0.01% 447
2015
Q2 		– Sell
-11,000
Closed -$845K – 160
2015
Q1 		$845K Buy
11,000
+1,000
+10% +$75.9K 0.36% 49
2014
Q4 		$762K Buy
+10,000
New +$698K 0.37% 46

Other funds holding BBBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Moneta Group Investment Advisors's BBBY Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2018, closing a stake of 60 shares — an estimated $1K sold.

Moneta Group Investment Advisors first reported a position in BBBY in Q4 2014 and held it in 4 quarters. The position peaked at $845K in Q1 2015. 325 funds tracked by Wall St. Rank hold BBBY as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Bed Bath & Beyond Inc position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 60 Bed Bath & Beyond Inc shares in Q2 2018, an estimated $1K.
  • Moneta Group Investment Advisors first reported a position in Bed Bath & Beyond Inc in Q4 2014 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Bed Bath & Beyond Inc position peaked at $845K in Q1 2015.
  • 325 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.