NFG
SWY

Next Financial Group’s SAFEWAY INC SWY Stock Holding History

Next Financial Group’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
-75
Closed -$3K – 2066
2014
Q4 		$3K Sell
75
-115
-61% -$3.98K ﹤0.01% 1693
2014
Q3 		$7K Buy
+190
New +$6.56K ﹤0.01% 1960

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

Next Financial Group's SWY Position: Q1 2015 in Review

Next Financial Group sold out of SAFEWAY INC (SWY) in Q1 2015, closing a stake of 75 shares — an estimated $3K sold.

Next Financial Group first reported a position in SWY in Q3 2014 and held it in 2 quarters. The position peaked at $7K in Q3 2014. 2 funds tracked by Wall St. Rank hold SWY as of Q1 2015.

  • Next Financial Group reported no remaining SAFEWAY INC position as of Q1 2015 after selling out during the quarter.
  • Next Financial Group sold 75 SAFEWAY INC shares in Q1 2015, an estimated $3K.
  • Next Financial Group first reported a position in SAFEWAY INC in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's SAFEWAY INC position peaked at $7K in Q3 2014.
  • 2 funds tracked by Wall St. Rank held SAFEWAY INC as of Q1 2015.

Based on Next Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.