LNWWM
SVU

Laird Norton Wetherby Wealth Management’s SUPERVALU Inc. SVU Stock Holding History

Laird Norton Wetherby Wealth Management’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
2016
Q4 		– Sell
-1,557
Closed -$54K – 551
2016
Q3 		$54K Buy
1,557
+13
+0.8% +$460 0.01% 518
2016
Q2 		$51K Buy
1,544
+74
+5% +$2.54K 0.01% 507
2016
Q1 		$59K Sell
1,470
-204
-12% -$7.26K 0.01% 478
2015
Q4 		$79K Buy
1,674
+166
+11% +$7.92K 0.02% 455
2015
Q3 		$76K Sell
1,508
-665
-31% -$38.2K 0.02% 445
2015
Q2 		$123K Sell
2,173
-246
-10% -$16.4K 0.03% 457
2015
Q1 		$197K Buy
2,419
+314
+15% +$22.5K 0.05% 439
2014
Q4 		$143K Buy
2,105
+487
+30% +$30.4K 0.04% 435
2014
Q3 		$101K Buy
1,618
+141
+10% +$9.06K 0.03% 422
2014
Q2 		$85K Buy
1,477
+39
+3% +$2.01K 0.02% 424
2014
Q1 		$69K Hold
1,438
– – 0.02% 424
2013
Q4 		$73K Sell
1,438
-108
-7% -$5.33K 0.02% 425
2013
Q3 		$89K Buy
+1,546
New +$81.4K 0.03% 399

Other funds holding SVU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SVU Position: Q4 2016 in Review

Laird Norton Wetherby Wealth Management sold out of SUPERVALU Inc. (SVU) in Q4 2016, closing a stake of 1,557 shares — an estimated $54K sold.

Laird Norton Wetherby Wealth Management first reported a position in SVU in Q3 2013 and held it in 13 quarters. The position peaked at $197K in Q1 2015. 251 funds tracked by Wall St. Rank hold SVU as of Q4 2016.

  • Laird Norton Wetherby Wealth Management reported no remaining SUPERVALU Inc. position as of Q4 2016 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,557 SUPERVALU Inc. shares in Q4 2016, an estimated $54K.
  • Laird Norton Wetherby Wealth Management first reported a position in SUPERVALU Inc. in Q3 2013 and held it in 13 quarters.
  • Laird Norton Wetherby Wealth Management's SUPERVALU Inc. position peaked at $197K in Q1 2015.
  • 251 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q4 2016.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.