RIA
SVU

Regal Investment Advisors’s SUPERVALU Inc. SVU Stock Holding History

Regal Investment Advisors’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
2013
Q4 		– Sell
-10
Closed -$1K – 998
2013
Q3 		$1K Sell
10
-30
-75% -$1.58K ﹤0.01% 851
2013
Q2 		$2K Buy
+40
New +$1.68K ﹤0.01% 816

Other funds holding SVU

JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Regal Investment Advisors's SVU Position: Q4 2013 in Review

Regal Investment Advisors sold out of SUPERVALU Inc. (SVU) in Q4 2013, closing a stake of 10 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in SVU in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q2 2013. 229 funds tracked by Wall St. Rank hold SVU as of Q4 2013.

  • Regal Investment Advisors reported no remaining SUPERVALU Inc. position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 10 SUPERVALU Inc. shares in Q4 2013, an estimated $1K.
  • Regal Investment Advisors first reported a position in SUPERVALU Inc. in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's SUPERVALU Inc. position peaked at $2K in Q2 2013.
  • 229 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.