PWAG
BBBY

Polaris Wealth Advisory Group’s Bed Bath & Beyond Inc BBBY Stock Holding History

Polaris Wealth Advisory Group’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
2015
Q2 		– Sell
-6,874
Closed -$528K – 86
2015
Q1 		$528K Buy
+6,874
New +$521K 0.1% 66

Other funds holding BBBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Polaris Wealth Advisory Group's BBBY Position: Q2 2015 in Review

Polaris Wealth Advisory Group sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2015, closing a stake of 6,874 shares — an estimated $528K sold.

Polaris Wealth Advisory Group first reported a position in BBBY in Q1 2015 and held it in 1 quarter. The position peaked at $528K in Q1 2015. 611 funds tracked by Wall St. Rank hold BBBY as of Q2 2015.

  • Polaris Wealth Advisory Group reported no remaining Bed Bath & Beyond Inc position as of Q2 2015 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 6,874 Bed Bath & Beyond Inc shares in Q2 2015, an estimated $528K.
  • Polaris Wealth Advisory Group first reported a position in Bed Bath & Beyond Inc in Q1 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Bed Bath & Beyond Inc position peaked at $528K in Q1 2015.
  • 611 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2015, filed 11 Aug 2015.