LPL Financial
SVU

LPL Financial’s SUPERVALU Inc. SVU Stock Holding History

LPL Financial’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
Q2 		– Sell
-1,516
Closed -$58K – 3143
2016
Q1 		$58K Sell
1,516
-6,992
-82% -$249K ﹤0.01% 2989
2015
Q4 		$408K Buy
8,508
+6,921
+436% +$330K ﹤0.01% 2326
2015
Q3 		$81K Buy
+1,587
New +$91.2K ﹤0.01% 2676
2015
Q2 		– Sell
-1,545
Closed -$124K – 2980
2015
Q1 		$124K Buy
+1,545
New +$111K ﹤0.01% 2653
2014
Q2 		– Sell
-1,857
Closed -$89K – 2785
2014
Q1 		$89K Sell
1,857
-6
-0.3% -$268 ﹤0.01% 2558
2013
Q4 		$95K Sell
1,863
-126
-6% -$6.22K ﹤0.01% 2563
2013
Q3 		$116K Buy
1,989
+189
+11% +$9.96K ﹤0.01% 2432
2013
Q2 		$78K Buy
+1,800
New +$75.8K ﹤0.01% 2348

Other funds holding SVU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's SVU Position: Q2 2016 in Review

LPL Financial sold out of SUPERVALU Inc. (SVU) in Q2 2016, closing a stake of 1,516 shares — an estimated $58K sold.

LPL Financial first reported a position in SVU in Q2 2013 and held it in 8 quarters. The position peaked at $408K in Q4 2015. 250 funds tracked by Wall St. Rank hold SVU as of Q2 2016.

  • LPL Financial reported no remaining SUPERVALU Inc. position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 1,516 SUPERVALU Inc. shares in Q2 2016, an estimated $58K.
  • LPL Financial first reported a position in SUPERVALU Inc. in Q2 2013 and held it in 8 quarters.
  • LPL Financial's SUPERVALU Inc. position peaked at $408K in Q4 2015.
  • 250 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.