UCFA
SPTN

United Capital Financial Advisors’s SpartanNash SPTN Stock Holding History

United Capital Financial Advisors’s Portfolio SPTN Stock Details SPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,172
Closed -$318K – 1274
2014
Q4 		$318K Buy
12,172
+1,680
+16% +$38.7K ﹤0.01% 947
2014
Q3 		$204K Buy
+10,492
New +$223K ﹤0.01% 1046

Other funds holding SPTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

United Capital Financial Advisors's SPTN Position: Q1 2015 in Review

United Capital Financial Advisors sold out of SpartanNash (SPTN) in Q1 2015, closing a stake of 12,172 shares — an estimated $318K sold.

United Capital Financial Advisors first reported a position in SPTN in Q3 2014 and held it in 2 quarters. The position peaked at $318K in Q4 2014. 160 funds tracked by Wall St. Rank hold SPTN as of Q1 2015.

  • United Capital Financial Advisors reported no remaining SpartanNash position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,172 SpartanNash shares in Q1 2015, an estimated $318K.
  • United Capital Financial Advisors first reported a position in SpartanNash in Q3 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's SpartanNash position peaked at $318K in Q4 2014.
  • 160 funds tracked by Wall St. Rank held SpartanNash as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.