PIA
SVU

Phoenix Investment Adviser’s SUPERVALU Inc. SVU Stock Holding History

Phoenix Investment Adviser’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
2017
Q2 		– Sell
-25,143
Closed -$679K – 64
2017
Q1 		$679K Buy
25,143
+8,857
+54% +$242K 0.51% 30
2016
Q4 		$532K Hold
16,286
– – 0.27% 38
2016
Q3 		$569K Sell
16,286
-2,143
-12% -$75.8K 0.47% 35
2016
Q2 		$609K Hold
18,429
– – 0.56% 34
2016
Q1 		$734 Buy
+18,429
New +$656K 0.07% 22

Other funds holding SVU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Phoenix Investment Adviser's SVU Position: Q2 2017 in Review

Phoenix Investment Adviser sold out of SUPERVALU Inc. (SVU) in Q2 2017, closing a stake of 25,143 shares — an estimated $679K sold.

Phoenix Investment Adviser first reported a position in SVU in Q1 2016 and held it in 5 quarters. The position peaked at $679K in Q1 2017. 214 funds tracked by Wall St. Rank hold SVU as of Q2 2017.

  • Phoenix Investment Adviser reported no remaining SUPERVALU Inc. position as of Q2 2017 after selling out during the quarter.
  • Phoenix Investment Adviser sold 25,143 SUPERVALU Inc. shares in Q2 2017, an estimated $679K.
  • Phoenix Investment Adviser first reported a position in SUPERVALU Inc. in Q1 2016 and held it in 5 quarters.
  • Phoenix Investment Adviser's SUPERVALU Inc. position peaked at $679K in Q1 2017.
  • 214 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q2 2017.

Based on Phoenix Investment Adviser's 13F filing for Q2 2017, filed 7 Aug 2017.