MSFP
SVU

Mark Sheptoff Financial Planning’s SUPERVALU Inc. SVU Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-57
Closed -$3K – 410
2015
Q4 		$3K Sell
57
-4,943
-99% -$236K ﹤0.01% 324
2015
Q3 		$251K Buy
+5,000
New +$287K 0.22% 80

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's SVU Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of SUPERVALU Inc. (SVU) in Q1 2016, closing a stake of 57 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in SVU in Q3 2015 and held it in 2 quarters. The position peaked at $251K in Q3 2015. 251 funds tracked by Wall St. Rank hold SVU as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining SUPERVALU Inc. position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 57 SUPERVALU Inc. shares in Q1 2016, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in SUPERVALU Inc. in Q3 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's SUPERVALU Inc. position peaked at $251K in Q3 2015.
  • 251 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.