BFG
SWY

Beacon Financial Group’s SAFEWAY INC SWY Stock Holding History

Beacon Financial Group’s Portfolio SWY Stock Details SWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-20,553
Closed -$602K – 200
2013
Q4 		$602K Buy
+20,553
New +$617K 0.12% 118

Other funds holding SWY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Beacon Financial Group's SWY Position: Q1 2014 in Review

Beacon Financial Group sold out of SAFEWAY INC (SWY) in Q1 2014, closing a stake of 20,553 shares — an estimated $602K sold.

Beacon Financial Group first reported a position in SWY in Q4 2013 and held it in 1 quarter. The position peaked at $602K in Q4 2013. 417 funds tracked by Wall St. Rank hold SWY as of Q1 2014.

  • Beacon Financial Group reported no remaining SAFEWAY INC position as of Q1 2014 after selling out during the quarter.
  • Beacon Financial Group sold 20,553 SAFEWAY INC shares in Q1 2014, an estimated $602K.
  • Beacon Financial Group first reported a position in SAFEWAY INC in Q4 2013 and held it in 1 quarter.
  • Beacon Financial Group's SAFEWAY INC position peaked at $602K in Q4 2013.
  • 417 funds tracked by Wall St. Rank held SAFEWAY INC as of Q1 2014.

Based on Beacon Financial Group's 13F filing for Q1 2014, filed 23 Apr 2014.