PWP
SVU

Private Wealth Partners’s SUPERVALU Inc. SVU Stock Holding History

Private Wealth Partners’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
2016
Q4 		– Sell
-7,143
Closed -$249K – 125
2016
Q3 		$249K Sell
7,143
-857
-11% -$30.3K 0.06% 106
2016
Q2 		$264K Buy
8,000
+2,857
+56% +$98K 0.06% 111
2016
Q1 		$207K Hold
5,143
– – 0.05% 122
2015
Q4 		$244K Sell
5,143
-571
-10% -$27.2K 0.06% 115
2015
Q3 		$287K Hold
5,714
– – 0.07% 112
2015
Q2 		$324K Buy
+5,714
New +$381K 0.07% 118

Other funds holding SVU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Private Wealth Partners's SVU Position: Q4 2016 in Review

Private Wealth Partners sold out of SUPERVALU Inc. (SVU) in Q4 2016, closing a stake of 7,143 shares — an estimated $249K sold.

Private Wealth Partners first reported a position in SVU in Q2 2015 and held it in 6 quarters. The position peaked at $324K in Q2 2015. 251 funds tracked by Wall St. Rank hold SVU as of Q4 2016.

  • Private Wealth Partners reported no remaining SUPERVALU Inc. position as of Q4 2016 after selling out during the quarter.
  • Private Wealth Partners sold 7,143 SUPERVALU Inc. shares in Q4 2016, an estimated $249K.
  • Private Wealth Partners first reported a position in SUPERVALU Inc. in Q2 2015 and held it in 6 quarters.
  • Private Wealth Partners's SUPERVALU Inc. position peaked at $324K in Q2 2015.
  • 251 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q4 2016.

Based on Private Wealth Partners's 13F filing for Q4 2016, filed 19 Jan 2017.