WKWM
BBBY

Walter & Keenan Wealth Management’s Bed Bath & Beyond Inc BBBY Stock Holding History

Walter & Keenan 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
Q2 		– Sell
-10,250
Closed -$705K – 153
2014
Q1 		$705K Buy
+10,250
New +$694K 0.39% 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Walter & Keenan Wealth Management's BBBY Position: Q2 2014 in Review

Walter & Keenan Wealth Management sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2014, closing a stake of 10,250 shares — an estimated $705K sold.

Walter & Keenan Wealth Management first reported a position in BBBY in Q1 2014 and held it in 1 quarter. The position peaked at $705K in Q1 2014. 599 funds tracked by Wall St. Rank hold BBBY as of Q2 2014.

  • Walter & Keenan Wealth Management reported no remaining Bed Bath & Beyond Inc position as of Q2 2014 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 10,250 Bed Bath & Beyond Inc shares in Q2 2014, an estimated $705K.
  • Walter & Keenan Wealth Management first reported a position in Bed Bath & Beyond Inc in Q1 2014 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Bed Bath & Beyond Inc position peaked at $705K in Q1 2014.
  • 599 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2014.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2014, filed 12 Aug 2014.