CFA
SVU

Capstone Financial Advisors’s SUPERVALU Inc. SVU Stock Holding History

Capstone Financial Advisors’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
2017
Q3 		– Sell
-1,429
Closed -$33K – 89
2017
Q2 		$33K Hold
1,429
– – 0.02% 73
2017
Q1 		$39K Buy
+1,429
New +$39K 0.02% 70

Other funds holding SVU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS O'Connor
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Capstone Financial Advisors's SVU Position: Q3 2017 in Review

Capstone Financial Advisors sold out of SUPERVALU Inc. (SVU) in Q3 2017, closing a stake of 1,429 shares — an estimated $33K sold.

Capstone Financial Advisors first reported a position in SVU in Q1 2017 and held it in 2 quarters. The position peaked at $39K in Q1 2017. 166 funds tracked by Wall St. Rank hold SVU as of Q3 2017.

  • Capstone Financial Advisors reported no remaining SUPERVALU Inc. position as of Q3 2017 after selling out during the quarter.
  • Capstone Financial Advisors sold 1,429 SUPERVALU Inc. shares in Q3 2017, an estimated $33K.
  • Capstone Financial Advisors first reported a position in SUPERVALU Inc. in Q1 2017 and held it in 2 quarters.
  • Capstone Financial Advisors's SUPERVALU Inc. position peaked at $39K in Q1 2017.
  • 166 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q3 2017.

Based on Capstone Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.