JWA
NAFC

JFS Wealth Advisors’s NASH FINCH CO NAFC Stock Holding History

JFS Wealth Advisors’s Portfolio NAFC Stock Details NAFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-16,492
Closed -$363K – 133
2013
Q2 		$363K Buy
+16,492
New +$359K 0.18% 76

Other funds holding NAFC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JFS Wealth Advisors's NAFC Position: Q3 2013 in Review

JFS Wealth Advisors sold out of NASH FINCH CO (NAFC) in Q3 2013, closing a stake of 16,492 shares — an estimated $363K sold.

JFS Wealth Advisors first reported a position in NAFC in Q2 2013 and held it in 1 quarter. The position peaked at $363K in Q2 2013. 101 funds tracked by Wall St. Rank hold NAFC as of Q3 2013.

  • JFS Wealth Advisors reported no remaining NASH FINCH CO position as of Q3 2013 after selling out during the quarter.
  • JFS Wealth Advisors sold 16,492 NASH FINCH CO shares in Q3 2013, an estimated $363K.
  • JFS Wealth Advisors first reported a position in NASH FINCH CO in Q2 2013 and held it in 1 quarter.
  • JFS Wealth Advisors's NASH FINCH CO position peaked at $363K in Q2 2013.
  • 101 funds tracked by Wall St. Rank held NASH FINCH CO as of Q3 2013.

Based on JFS Wealth Advisors's 13F filing for Q3 2013, filed 10 Oct 2013.