Point View Wealth Management’s SAFEWAY INC SWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-16,168
Closed -$568K 201
2014
Q4
$568K Hold
16,168
0.42% 79
2014
Q3
$555K Sell
16,168
-372
-2% -$12.9K 0.47% 77
2014
Q2
$568K Sell
16,540
-2,409
-13% -$82.3K 0.49% 72
2014
Q1
$627K Sell
18,949
-374
-2% -$11.6K 0.57% 62
2013
Q4
$563K Buy
+19,323
New +$580K 0.53% 65

Other funds holding SWY

Point View Wealth Management's SWY Position: Q1 2015 in Review

Point View Wealth Management sold out of SAFEWAY INC (SWY) in Q1 2015, closing a stake of 16,168 shares — an estimated $568K sold.

Point View Wealth Management first reported a position in SWY in Q4 2013 and held it in 5 quarters. The position peaked at $627K in Q1 2014. 2 funds tracked by Wall St. Rank hold SWY as of Q1 2015.

  • Point View Wealth Management reported no remaining SAFEWAY INC position as of Q1 2015 after selling out during the quarter.
  • Point View Wealth Management sold 16,168 SAFEWAY INC shares in Q1 2015, an estimated $568K.
  • Point View Wealth Management first reported a position in SAFEWAY INC in Q4 2013 and held it in 5 quarters.
  • Point View Wealth Management's SAFEWAY INC position peaked at $627K in Q1 2014.
  • 2 funds tracked by Wall St. Rank held SAFEWAY INC as of Q1 2015.

Based on Point View Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.