SHWM
BBBY

Smith & Howard Wealth Management’s Bed Bath & Beyond BBBY Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-133
Closed -$3K – 60
2013
Q4 		$3K Hold
133
– – ﹤0.01% 232
2013
Q3 		$3K Hold
133
– – ﹤0.01% 236
2013
Q2 		$3K Buy
+133
New +$2.23K ﹤0.01% 214

Other funds holding BBBY

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Smith & Howard Wealth Management's BBBY Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Bed Bath & Beyond (BBBY) in Q1 2014, closing a stake of 133 shares — an estimated $3K sold.

Smith & Howard Wealth Management first reported a position in BBBY in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 97 funds tracked by Wall St. Rank hold BBBY as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Bed Bath & Beyond position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 133 Bed Bath & Beyond shares in Q1 2014, an estimated $3K.
  • Smith & Howard Wealth Management first reported a position in Bed Bath & Beyond in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Bed Bath & Beyond position peaked at $3K in Q4 2013.
  • 97 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.