FBT
SWY

Founders Bank & Trust’s SAFEWAY INC SWY Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$35K Sell
995
-330
-25% -$11.4K 0.02% 198
2014
Q3 		$45K Hold
1,325
– – 0.03% 186
2014
Q2 		$46K Sell
1,325
-155
-10% -$5.29K 0.03% 183
2014
Q1 		$49K Hold
1,480
– – 0.03% 172
2013
Q4 		$40K Hold
1,480
– – 0.02% 181
2013
Q3 		$42K Hold
1,480
– – 0.02% 159
2013
Q2 		$31K Buy
+1,480
New +$32.3K 0.02% 172

Other funds holding SWY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIM
Merion Investment Management Bay Harbor Islands, Florida $1.26M AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Founders Bank & Trust's SWY Position: Q4 2014 in Review

Founders Bank & Trust reduced its SAFEWAY INC (SWY) stake by 25% in Q4 2014, selling an estimated $11.4K and leaving 995 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #198.

Founders Bank & Trust first reported a position in SWY in Q2 2013 and has held it in 7 quarters since. The position peaked at $49K in Q1 2014. 353 funds tracked by Wall St. Rank hold SWY as of Q4 2014.

  • Founders Bank & Trust held 995 shares of SAFEWAY INC worth $35K as of Q4 2014.
  • Founders Bank & Trust sold 330 SAFEWAY INC shares in Q4 2014, an estimated $11.4K.
  • SAFEWAY INC made up 0.02% of Founders Bank & Trust's portfolio in Q4 2014, its #198 holding.
  • Founders Bank & Trust first reported a position in SAFEWAY INC in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's SAFEWAY INC position peaked at $49K in Q1 2014.
  • 353 funds tracked by Wall St. Rank held SAFEWAY INC as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.