EWM
SWY

Evercore Wealth Management’s SAFEWAY INC SWY Stock Holding History

Evercore Wealth Management’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
2015
Q1 		– Sell
-87
Closed -$3K – 1076
2014
Q4 		$3K Buy
+87
New +$3.01K ﹤0.01% 834

Other funds holding SWY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Evercore Wealth Management's SWY Position: Q1 2015 in Review

Evercore Wealth Management sold out of SAFEWAY INC (SWY) in Q1 2015, closing a stake of 87 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in SWY in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 2 funds tracked by Wall St. Rank hold SWY as of Q1 2015.

  • Evercore Wealth Management reported no remaining SAFEWAY INC position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 87 SAFEWAY INC shares in Q1 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in SAFEWAY INC in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's SAFEWAY INC position peaked at $3K in Q4 2014.
  • 2 funds tracked by Wall St. Rank held SAFEWAY INC as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.