MBT
SVU

Monroe Bank & Trust’s SUPERVALU Inc. SVU Stock Holding History

Monroe Bank & Trust’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
2015
Q4 		– Sell
-180
Closed -$9K – 319
2015
Q3 		$9K Hold
180
– – ﹤0.01% 287
2015
Q2 		$10K Hold
180
– – ﹤0.01% 280
2015
Q1 		$15K Hold
180
– – 0.01% 247
2014
Q4 		$12K Buy
+180
New +$11.2K ﹤0.01% 266

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Monroe Bank & Trust's SVU Position: Q4 2015 in Review

Monroe Bank & Trust sold out of SUPERVALU Inc. (SVU) in Q4 2015, closing a stake of 180 shares — an estimated $9K sold.

Monroe Bank & Trust first reported a position in SVU in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q1 2015. 262 funds tracked by Wall St. Rank hold SVU as of Q4 2015.

  • Monroe Bank & Trust reported no remaining SUPERVALU Inc. position as of Q4 2015 after selling out during the quarter.
  • Monroe Bank & Trust sold 180 SUPERVALU Inc. shares in Q4 2015, an estimated $9K.
  • Monroe Bank & Trust first reported a position in SUPERVALU Inc. in Q4 2014 and held it in 4 quarters.
  • Monroe Bank & Trust's SUPERVALU Inc. position peaked at $15K in Q1 2015.
  • 262 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q4 2015.

Based on Monroe Bank & Trust's 13F filing for Q4 2015, filed 13 Jan 2016.