RIA
BBBY

Regal Investment Advisors’s Bed Bath & Beyond BBBY Stock Holding History

Regal 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
2015
Q4 		– Sell
-266
Closed -$3K – 352
2015
Q3 		$3K Hold
266
– – ﹤0.01% 873
2015
Q2 		$4K Sell
266
-533
-67% -$9.06K ﹤0.01% 773
2015
Q1 		$15K Hold
799
– – ﹤0.01% 606
2014
Q4 		$15K Hold
799
– – ﹤0.01% 582
2014
Q3 		$10K Hold
799
– – ﹤0.01% 685
2014
Q2 		$9K Hold
799
– – ﹤0.01% 683
2014
Q1 		$12K Hold
799
– – 0.01% 601
2013
Q4 		$18K Hold
799
– – 0.01% 474
2013
Q3 		$18K Hold
799
– – 0.01% 490
2013
Q2 		$17K Buy
+799
New +$13.4K 0.01% 488

Other funds holding BBBY

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Regal Investment Advisors's BBBY Position: Q4 2015 in Review

Regal Investment Advisors sold out of Bed Bath & Beyond (BBBY) in Q4 2015, closing a stake of 266 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in BBBY in Q2 2013 and held it in 10 quarters. The position peaked at $18K in Q4 2013. 86 funds tracked by Wall St. Rank hold BBBY as of Q4 2015.

  • Regal Investment Advisors reported no remaining Bed Bath & Beyond position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 266 Bed Bath & Beyond shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in Bed Bath & Beyond in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Bed Bath & Beyond position peaked at $18K in Q4 2013.
  • 86 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.