Jones Financial Companies
SVU

Jones Financial Companies’s SUPERVALU Inc. SVU Stock Holding History

Jones Financial Companies’s Portfolio SVU Stock Details SVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-35
Closed -$2K – 613
2013
Q3 		$2K Buy
+35
New +$1.84K ﹤0.01% 666

Other funds holding SVU

JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Jones Financial Companies's SVU Position: Q4 2013 in Review

Jones Financial Companies sold out of SUPERVALU Inc. (SVU) in Q4 2013, closing a stake of 35 shares — an estimated $2K sold.

Jones Financial Companies first reported a position in SVU in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 229 funds tracked by Wall St. Rank hold SVU as of Q4 2013.

  • Jones Financial Companies reported no remaining SUPERVALU Inc. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 35 SUPERVALU Inc. shares in Q4 2013, an estimated $2K.
  • Jones Financial Companies first reported a position in SUPERVALU Inc. in Q3 2013 and held it in 1 quarter.
  • Jones Financial Companies's SUPERVALU Inc. position peaked at $2K in Q3 2013.
  • 229 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.