AWE
SPTN

Avidian Wealth Enterprises’s SpartanNash SPTN Stock Holding History

Avidian Wealth Enterprises’s Portfolio SPTN Stock Details SPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-9,526
Closed -$291K – 94
2016
Q2 		$291K Buy
+9,526
New +$271K 0.11% 49

Other funds holding SPTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

Avidian Wealth Enterprises's SPTN Position: Q3 2016 in Review

Avidian Wealth Enterprises sold out of SpartanNash (SPTN) in Q3 2016, closing a stake of 9,526 shares — an estimated $291K sold.

Avidian Wealth Enterprises first reported a position in SPTN in Q2 2016 and held it in 1 quarter. The position peaked at $291K in Q2 2016. 198 funds tracked by Wall St. Rank hold SPTN as of Q3 2016.

  • Avidian Wealth Enterprises reported no remaining SpartanNash position as of Q3 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,526 SpartanNash shares in Q3 2016, an estimated $291K.
  • Avidian Wealth Enterprises first reported a position in SpartanNash in Q2 2016 and held it in 1 quarter.
  • Avidian Wealth Enterprises's SpartanNash position peaked at $291K in Q2 2016.
  • 198 funds tracked by Wall St. Rank held SpartanNash as of Q3 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2016, filed 14 Nov 2016.