EWM
SPTN

Executive Wealth Management’s SpartanNash SPTN Stock Holding History

Executive Wealth Management’s Portfolio SPTN Stock Details SPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-335
Closed -$4K – 695
2019
Q2 		$4K Hold
335
– – ﹤0.01% 753
2019
Q1 		$5K Hold
335
– – ﹤0.01% 659
2018
Q4 		$6K Buy
+335
New +$6.09K ﹤0.01% 649

Other funds holding SPTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Executive Wealth Management's SPTN Position: Q3 2019 in Review

Executive Wealth Management sold out of SpartanNash (SPTN) in Q3 2019, closing a stake of 335 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in SPTN in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q4 2018. 171 funds tracked by Wall St. Rank hold SPTN as of Q3 2019.

  • Executive Wealth Management reported no remaining SpartanNash position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 335 SpartanNash shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in SpartanNash in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's SpartanNash position peaked at $6K in Q4 2018.
  • 171 funds tracked by Wall St. Rank held SpartanNash as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.