WA
BBBY

Waverly Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History

Waverly 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
2014
Q4 		– Sell
-1,500
Closed -$99K – 707
2014
Q3 		$99K Hold
1,500
– – 0.05% 140
2014
Q2 		$86K Hold
1,500
– – 0.04% 167
2014
Q1 		$103K Hold
1,500
– – 0.05% 145
2013
Q4 		$120K Buy
+1,500
New +$116K 0.04% 201

Other funds holding BBBY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Waverly Advisors's BBBY Position: Q4 2014 in Review

Waverly Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q4 2014, closing a stake of 1,500 shares — an estimated $99K sold.

Waverly Advisors first reported a position in BBBY in Q4 2013 and held it in 4 quarters. The position peaked at $120K in Q4 2013. 641 funds tracked by Wall St. Rank hold BBBY as of Q4 2014.

  • Waverly Advisors reported no remaining Bed Bath & Beyond Inc position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,500 Bed Bath & Beyond Inc shares in Q4 2014, an estimated $99K.
  • Waverly Advisors first reported a position in Bed Bath & Beyond Inc in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Bed Bath & Beyond Inc position peaked at $120K in Q4 2013.
  • 641 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.