Sandell Investment Services’s Bob Evans Farms, Inc. BOBE Stock Holding History

Sandell Investment Services’s Portfolio BOBE Stock Details BOBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$2.14M	Sell	55,114 -65,188	-54%	-$2.71M	9.21%	4
2015 Q3	$5.21M	Hold	120,302	–	–	3.04%	5
2015 Q2	$6.14M	Sell	120,302 -5,013	-4%	-$233K	6.68%	3
2015 Q1	$5.8M	Sell	125,315 -103,000	-45%	-$5.47M	6.23%	8
2014 Q4	$11.7M	Sell	228,315 -35,000	-13%	-$1.76M	11.14%	3
2014 Q3	$12.5M	Hold	263,315	–	–	10.14%	1
2014 Q2	$13.2M	Buy	263,315 +69,000	+36%	+$3.28M	10.49%	2
2014 Q1	$9.72M	Hold	194,315	–	–	7.71%	4
2013 Q4	$9.83M	Hold	194,315	–	–	9.35%	2
2013 Q3	$11.1M	Buy	194,315 +87,777	+82%	+$4.53M	9.72%	3
2013 Q2	$5M	Buy	+106,538	New	+$4.75M	5.8%	4

Other funds holding BOBE

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

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

SAM

Sandell Asset Management New York $179M AUM 65.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return

Sandell Investment Services's BOBE Position: Q4 2015 in Review

Sandell Investment Services reduced its Bob Evans Farms, Inc. (BOBE) stake by 54% in Q4 2015, selling an estimated $2.71M and leaving 55,114 shares worth $2.14M. The position accounts for 9.21% of the portfolio, ranked #4.

Sandell Investment Services first reported a position in BOBE in Q2 2013 and has held it in 11 quarters since. The position peaked at $13.2M in Q2 2014. 162 funds tracked by Wall St. Rank hold BOBE as of Q4 2015.

Sandell Investment Services held 55,114 shares of Bob Evans Farms, Inc. worth $2.14M as of Q4 2015.
Sandell Investment Services sold 65,188 Bob Evans Farms, Inc. shares in Q4 2015, an estimated $2.71M.
Bob Evans Farms, Inc. made up 9.21% of Sandell Investment Services's portfolio in Q4 2015, its #4 holding.
Sandell Investment Services first reported a position in Bob Evans Farms, Inc. in Q2 2013 and has held it in 11 quarters since.
Sandell Investment Services's Bob Evans Farms, Inc. position peaked at $13.2M in Q2 2014.
162 funds tracked by Wall St. Rank held Bob Evans Farms, Inc. as of Q4 2015.

Based on Sandell Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.