UCFA
BBBY

United Capital Financial Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History

United Capital Financial 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
2017
Q1 		– Sell
-12,490
Closed -$508K – 1296
2016
Q4 		$508K Buy
+12,490
New +$542K ﹤0.01% 932
2016
Q3 		– Sell
-8,657
Closed -$372K – 1314
2016
Q2 		$372K Buy
8,657
+2,398
+38% +$109K ﹤0.01% 983
2016
Q1 		$311K Sell
6,259
-233
-4% -$10.9K ﹤0.01% 998
2015
Q4 		$313K Buy
6,492
+323
+5% +$17.9K ﹤0.01% 1005
2015
Q3 		$352K Sell
6,169
-1,125
-15% -$71.7K ﹤0.01% 1009
2015
Q2 		$503K Sell
7,294
-1,138
-13% -$81.5K 0.01% 921
2015
Q1 		$594K Sell
8,432
-6,399
-43% -$485K 0.01% 843
2014
Q4 		$1.13M Buy
14,831
+4,569
+45% +$319K 0.02% 618
2014
Q3 		$676K Buy
+10,262
New +$645K 0.01% 710
2014
Q2 		– Sell
-22,774
Closed -$1.57M – 953
2014
Q1 		$1.57M Sell
22,774
-675
-3% -$45.7K 0.03% 404
2013
Q4 		$1.88M Sell
23,449
-18,731
-44% -$1.45M 0.06% 245
2013
Q3 		$3.26M Sell
42,180
-1,542
-4% -$115K 0.1% 188
2013
Q2 		$3.1M Buy
+43,722
New +$2.98M 0.08% 252

Other funds holding BBBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

United Capital Financial Advisors's BBBY Position: Q1 2017 in Review

United Capital Financial Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q1 2017, closing a stake of 12,490 shares — an estimated $508K sold.

United Capital Financial Advisors first reported a position in BBBY in Q2 2013 and held it in 13 quarters. The position peaked at $3.26M in Q3 2013. 478 funds tracked by Wall St. Rank hold BBBY as of Q1 2017.

  • United Capital Financial Advisors reported no remaining Bed Bath & Beyond Inc position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,490 Bed Bath & Beyond Inc shares in Q1 2017, an estimated $508K.
  • United Capital Financial Advisors first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 13 quarters.
  • United Capital Financial Advisors's Bed Bath & Beyond Inc position peaked at $3.26M in Q3 2013.
  • 478 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.