JMPWA
SWY

JP Morgan Private Wealth Advisors’s SAFEWAY INC SWY Stock Holding History

JP Morgan Private Wealth Advisors’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
2015
Q1 		– Sell
-14,393
Closed -$506K – 1204
2014
Q4 		$506K Buy
14,393
+7
+0% +$242 0.01% 706
2014
Q3 		$493K Buy
14,386
+8,233
+134% +$284K 0.01% 695
2014
Q2 		$211K Sell
6,153
-1,857
-23% -$63.4K ﹤0.01% 810
2014
Q1 		$265K Buy
8,010
+852
+12% +$26.4K ﹤0.01% 749
2013
Q4 		$209K Buy
+7,158
New +$215K ﹤0.01% 605

Other funds holding SWY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SWY Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of SAFEWAY INC (SWY) in Q1 2015, closing a stake of 14,393 shares — an estimated $506K sold.

JP Morgan Private Wealth Advisors first reported a position in SWY in Q4 2013 and held it in 5 quarters. The position peaked at $506K in Q4 2014. 2 funds tracked by Wall St. Rank hold SWY as of Q1 2015.

  • JP Morgan Private Wealth Advisors reported no remaining SAFEWAY INC position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 14,393 SAFEWAY INC shares in Q1 2015, an estimated $506K.
  • JP Morgan Private Wealth Advisors first reported a position in SAFEWAY INC in Q4 2013 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's SAFEWAY INC position peaked at $506K in Q4 2014.
  • 2 funds tracked by Wall St. Rank held SAFEWAY INC as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.