BWM
SVU

BerganKDV Wealth Management’s SUPERVALU Inc. SVU Stock Holding History

BerganKDV Wealth Management’s Portfolio SVU Stock Details SVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-170
Closed -$5K – 729
2018
Q3 		$5K Buy
170
+142
+507% +$4.15K ﹤0.01% 545
2018
Q2 		$1K Buy
+28
New +$493 ﹤0.01% 638

BerganKDV Wealth Management's SVU Position: Q4 2018 in Review

BerganKDV Wealth Management sold out of SUPERVALU Inc. (SVU) in Q4 2018, closing a stake of 170 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in SVU in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 0 funds tracked by Wall St. Rank hold SVU as of Q4 2018.

  • BerganKDV Wealth Management reported no remaining SUPERVALU Inc. position as of Q4 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 170 SUPERVALU Inc. shares in Q4 2018, an estimated $5K.
  • BerganKDV Wealth Management first reported a position in SUPERVALU Inc. in Q2 2018 and held it in 2 quarters.
  • BerganKDV Wealth Management's SUPERVALU Inc. position peaked at $5K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q4 2018.

Based on BerganKDV Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.