PWM
SVU

Perigon Wealth Management’s SUPERVALU Inc. SVU Stock Holding History

Perigon 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
2018
Q2 		– Sell
-285
Closed -$4K – 688
2018
Q1 		$4K Hold
285
– – ﹤0.01% 572
2017
Q4 		$6K Hold
285
– – ﹤0.01% 528
2017
Q3 		$6K Buy
+285
New +$6.31K ﹤0.01% 548

Other funds holding SVU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Perigon Wealth Management's SVU Position: Q2 2018 in Review

Perigon Wealth Management sold out of SUPERVALU Inc. (SVU) in Q2 2018, closing a stake of 285 shares — an estimated $4K sold.

Perigon Wealth Management first reported a position in SVU in Q3 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 188 funds tracked by Wall St. Rank hold SVU as of Q2 2018.

  • Perigon Wealth Management reported no remaining SUPERVALU Inc. position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 285 SUPERVALU Inc. shares in Q2 2018, an estimated $4K.
  • Perigon Wealth Management first reported a position in SUPERVALU Inc. in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's SUPERVALU Inc. position peaked at $6K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.