Shepherd Kaplan Krochuk’s SUPERVALU Inc. SVU Stock Holding History

Shepherd Kaplan Krochuk’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
2017 Q1	–	Sell	-1,854	Closed	-$61K	–	303
2016 Q4	$61K	Sell	1,854 -2,046	-52%	-$67.9K	0.02%	253
2016 Q3	$136K	Buy	+3,900	New	+$138K	0.03%	287
2015 Q2	–	Sell	-1,545	Closed	-$126K	–	468
2015 Q1	$126K	Buy	+1,545	New	+$111K	0.02%	336

Other funds holding SVU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NTC

North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Shepherd Kaplan Krochuk's SVU Position: Q1 2017 in Review

Shepherd Kaplan Krochuk sold out of SUPERVALU Inc. (SVU) in Q1 2017, closing a stake of 1,854 shares — an estimated $61K sold.

Shepherd Kaplan Krochuk first reported a position in SVU in Q1 2015 and held it in 3 quarters. The position peaked at $136K in Q3 2016. 224 funds tracked by Wall St. Rank hold SVU as of Q1 2017.

Shepherd Kaplan Krochuk reported no remaining SUPERVALU Inc. position as of Q1 2017 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 1,854 SUPERVALU Inc. shares in Q1 2017, an estimated $61K.
Shepherd Kaplan Krochuk first reported a position in SUPERVALU Inc. in Q1 2015 and held it in 3 quarters.
Shepherd Kaplan Krochuk's SUPERVALU Inc. position peaked at $136K in Q3 2016.
224 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q1 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2017, filed 12 May 2017.