UCFA
SVU

United Capital Financial Advisors’s SUPERVALU Inc. SVU Stock Holding History

United Capital Financial 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
-190,723
Closed -$4.12M – 1394
2017
Q4 		$4.12M Buy
190,723
+25,484
+15% +$465K 0.03% 443
2017
Q3 		$3.59M Buy
165,239
+25,159
+18% +$557K 0.03% 446
2017
Q2 		$3.23M Buy
140,080
+12,987
+10% +$346K 0.03% 461
2017
Q1 		$3.43M Buy
127,093
+15,990
+14% +$437K 0.03% 440
2016
Q4 		$3.63M Sell
111,103
-1,426
-1% -$47.3K 0.04% 438
2016
Q3 		$3.93M Buy
112,529
+106,284
+1,702% +$3.76M 0.04% 430
2016
Q2 		$219K Buy
6,245
+401
+7% +$13.8K ﹤0.01% 1148
2016
Q1 		$236K Buy
5,844
+1,682
+40% +$59.9K ﹤0.01% 1078
2015
Q4 		$198K Buy
+4,162
New +$199K ﹤0.01% 1136

Other funds holding SVU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

United Capital Financial Advisors's SVU Position: Q1 2018 in Review

United Capital Financial Advisors sold out of SUPERVALU Inc. (SVU) in Q1 2018, closing a stake of 190,723 shares — an estimated $4.12M sold.

United Capital Financial Advisors first reported a position in SVU in Q4 2015 and held it in 9 quarters. The position peaked at $4.12M in Q4 2017. 192 funds tracked by Wall St. Rank hold SVU as of Q1 2018.

  • United Capital Financial Advisors reported no remaining SUPERVALU Inc. position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 190,723 SUPERVALU Inc. shares in Q1 2018, an estimated $4.12M.
  • United Capital Financial Advisors first reported a position in SUPERVALU Inc. in Q4 2015 and held it in 9 quarters.
  • United Capital Financial Advisors's SUPERVALU Inc. position peaked at $4.12M in Q4 2017.
  • 192 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.