UCFA
SWY

United Capital Financial Advisors’s SAFEWAY INC SWY Stock Holding History

United Capital Financial Advisors’s Portfolio SWY Stock Details SWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-7,905
Closed -$278K – 1301
2014
Q4 		$278K Sell
7,905
-758
-9% -$26.2K ﹤0.01% 996
2014
Q3 		$297K Sell
8,663
-1,966
-18% -$67.9K 0.01% 934
2014
Q2 		$365K Sell
10,629
-13,748
-56% -$470K 0.01% 723
2014
Q1 		$806K Buy
24,377
+2,022
+9% +$62.7K 0.02% 526
2013
Q4 		$652K Buy
+22,355
New +$671K 0.02% 398

Other funds holding SWY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

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

United Capital Financial Advisors sold out of SAFEWAY INC (SWY) in Q1 2015, closing a stake of 7,905 shares — an estimated $278K sold.

United Capital Financial Advisors first reported a position in SWY in Q4 2013 and held it in 5 quarters. The position peaked at $806K in Q1 2014. 2 funds tracked by Wall St. Rank hold SWY as of Q1 2015.

  • United Capital Financial Advisors reported no remaining SAFEWAY INC position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,905 SAFEWAY INC shares in Q1 2015, an estimated $278K.
  • United Capital Financial Advisors first reported a position in SAFEWAY INC in Q4 2013 and held it in 5 quarters.
  • United Capital Financial Advisors's SAFEWAY INC position peaked at $806K in Q1 2014.
  • 2 funds tracked by Wall St. Rank held SAFEWAY INC as of Q1 2015.

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