Ropes Wealth Advisors’s SUPERVALU Inc. SVU Stock Holding History

Ropes Wealth 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
2018 Q1	–	Sell	-70	Closed	-$2K	–	815
2017 Q4	$2K	Hold	70	–	–	﹤0.01%	745
2017 Q3	$2K	Buy	+70	New	+$1.55K	﹤0.01%	681

Other funds holding SVU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Ropes Wealth Advisors's SVU Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of SUPERVALU Inc. (SVU) in Q1 2018, closing a stake of 70 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in SVU in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 192 funds tracked by Wall St. Rank hold SVU as of Q1 2018.

Ropes Wealth Advisors reported no remaining SUPERVALU Inc. position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 70 SUPERVALU Inc. shares in Q1 2018, an estimated $2K.
Ropes Wealth Advisors first reported a position in SUPERVALU Inc. in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's SUPERVALU Inc. position peaked at $2K in Q4 2017.
192 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.