Mosaic Family Wealth’s Bed Bath & Beyond Inc BBBY Stock Holding History

Mosaic Family Wealth’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
2016 Q4	–	Sell	-63	Closed	-$3K	–	759
2016 Q3	$3K	Hold	63	–	–	﹤0.01%	658
2016 Q2	$3K	Hold	63	–	–	﹤0.01%	693
2016 Q1	$3K	Buy	63 +24	+62%	+$1.12K	﹤0.01%	670
2015 Q4	$1K	Buy	+39	New	+$2.17K	﹤0.01%	752

Other funds holding BBBY

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.56T AUM 27.86% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Mosaic Family Wealth's BBBY Position: Q4 2016 in Review

Mosaic Family Wealth sold out of Bed Bath & Beyond Inc (BBBY) in Q4 2016, closing a stake of 63 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in BBBY in Q4 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 495 funds tracked by Wall St. Rank hold BBBY as of Q4 2016.

Mosaic Family Wealth reported no remaining Bed Bath & Beyond Inc position as of Q4 2016 after selling out during the quarter.
Mosaic Family Wealth sold 63 Bed Bath & Beyond Inc shares in Q4 2016, an estimated $3K.
Mosaic Family Wealth first reported a position in Bed Bath & Beyond Inc in Q4 2015 and held it in 4 quarters.
Mosaic Family Wealth's Bed Bath & Beyond Inc position peaked at $3K in Q3 2016.
495 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.