BPM
SVU

Bowling Portfolio Management’s SUPERVALU Inc. SVU Stock Holding History

Bowling Portfolio 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
2016
Q4 		– Sell
-13,324
Closed -$465K – 343
2016
Q3 		$465K Buy
13,324
+10,918
+454% +$386K 0.07% 242
2016
Q2 		$79K Buy
+2,406
New +$82.6K 0.01% 157
2016
Q1 		– Sell
-1,740
Closed -$83K – 195
2015
Q4 		$83K Buy
+1,740
New +$83K 0.02% 166

Other funds holding SVU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Bowling Portfolio Management's SVU Position: Q4 2016 in Review

Bowling Portfolio Management sold out of SUPERVALU Inc. (SVU) in Q4 2016, closing a stake of 13,324 shares — an estimated $465K sold.

Bowling Portfolio Management first reported a position in SVU in Q4 2015 and held it in 3 quarters. The position peaked at $465K in Q3 2016. 251 funds tracked by Wall St. Rank hold SVU as of Q4 2016.

  • Bowling Portfolio Management reported no remaining SUPERVALU Inc. position as of Q4 2016 after selling out during the quarter.
  • Bowling Portfolio Management sold 13,324 SUPERVALU Inc. shares in Q4 2016, an estimated $465K.
  • Bowling Portfolio Management first reported a position in SUPERVALU Inc. in Q4 2015 and held it in 3 quarters.
  • Bowling Portfolio Management's SUPERVALU Inc. position peaked at $465K in Q3 2016.
  • 251 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q4 2016.

Based on Bowling Portfolio Management's 13F filing for Q4 2016, filed 15 Feb 2017.