WAM
SPTN

Wealthspire Advisors (Maryland)’s SpartanNash SPTN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-964
Closed -$15K – 1793
2019
Q1 		$15K Sell
964
-443
-31% -$8.5K ﹤0.01% 1389
2018
Q4 		$24K Sell
1,407
-121
-8% -$2.2K ﹤0.01% 1131
2018
Q3 		$31K Buy
1,528
+10
+0.7% +$228 ﹤0.01% 1135
2018
Q2 		$39K Buy
1,518
+38
+3% +$785 ﹤0.01% 1074
2018
Q1 		$25K Sell
1,480
-37
-2% -$793 ﹤0.01% 1230
2017
Q4 		$40K Buy
1,517
+66
+5% +$1.64K ﹤0.01% 1100
2017
Q3 		$38K Buy
1,451
+340
+31% +$8.74K ﹤0.01% 1070
2017
Q2 		$29K Buy
1,111
+56
+5% +$1.84K ﹤0.01% 1136
2017
Q1 		$37K Sell
1,055
-79
-7% -$2.9K 0.01% 889
2016
Q4 		$45K Sell
1,134
-395
-26% -$13.3K 0.01% 797
2016
Q3 		$44K Buy
1,529
+247
+19% +$7.6K 0.01% 817
2016
Q2 		$39K Buy
1,282
+215
+20% +$6.11K 0.01% 804
2016
Q1 		$32K Buy
1,067
+125
+13% +$2.94K 0.01% 813
2015
Q4 		$20K Buy
+942
New +$23.3K ﹤0.01% 971

Other funds holding SPTN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s SPTN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SpartanNash (SPTN) in Q2 2019, closing a stake of 964 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in SPTN in Q4 2015 and held it in 14 quarters. The position peaked at $45K in Q4 2016. 179 funds tracked by Wall St. Rank hold SPTN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SpartanNash position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 964 SpartanNash shares in Q2 2019, an estimated $15K.
  • Wealthspire Advisors (Maryland) first reported a position in SpartanNash in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s SpartanNash position peaked at $45K in Q4 2016.
  • 179 funds tracked by Wall St. Rank held SpartanNash as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.