First Foundation Advisors’s SAFEWAY INC SWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-10,263
Closed -$360K 275
2014
Q4
$360K Hold
10,263
0.03% 177
2014
Q3
$352K Hold
10,263
0.04% 168
2014
Q2
$352K Sell
10,263
-1,201
-10% -$41K 0.04% 158
2014
Q1
$379K Sell
11,464
-76
-0.7% -$2.36K 0.05% 129
2013
Q4
$336K Buy
11,540
+76
+0.7% +$2.28K 0.05% 136
2013
Q3
$328K Hold
11,464
0.05% 126
2013
Q2
$243K Buy
+11,464
New +$250K 0.05% 113

Other funds holding SWY

First Foundation Advisors's SWY Position: Q1 2015 in Review

First Foundation Advisors sold out of SAFEWAY INC (SWY) in Q1 2015, closing a stake of 10,263 shares — an estimated $360K sold.

First Foundation Advisors first reported a position in SWY in Q2 2013 and held it in 7 quarters. The position peaked at $379K in Q1 2014. 2 funds tracked by Wall St. Rank hold SWY as of Q1 2015.

  • First Foundation Advisors reported no remaining SAFEWAY INC position as of Q1 2015 after selling out during the quarter.
  • First Foundation Advisors sold 10,263 SAFEWAY INC shares in Q1 2015, an estimated $360K.
  • First Foundation Advisors first reported a position in SAFEWAY INC in Q2 2013 and held it in 7 quarters.
  • First Foundation Advisors's SAFEWAY INC position peaked at $379K in Q1 2014.
  • 2 funds tracked by Wall St. Rank held SAFEWAY INC as of Q1 2015.

Based on First Foundation Advisors's 13F filing for Q1 2015, filed 14 May 2015.