WAM
SVU

Wealthspire Advisors (Maryland)’s SUPERVALU Inc. SVU Stock Holding History

Wealthspire Advisors (Maryland)’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
Q4 		– Sell
-284
Closed -$9K – 2680
2018
Q3 		$9K Sell
284
-500
-64% -$14.6K ﹤0.01% 1587
2018
Q2 		$16K Buy
784
+500
+176% +$8.8K ﹤0.01% 1414
2018
Q1 		$4K Buy
284
+176
+163% +$2.8K ﹤0.01% 1973
2017
Q4 		$2K Buy
108
+62
+135% +$1.13K ﹤0.01% 2220
2017
Q3 		$1K Hold
46
– – ﹤0.01% 2206
2017
Q2 		$1K Buy
46
+21
+84% +$559 ﹤0.01% 2164
2017
Q1 		$1K Sell
25
-7
-22% -$191 ﹤0.01% 1895
2016
Q4 		$1K Hold
32
– – ﹤0.01% 1723
2016
Q3 		$1K Buy
+32
New +$1.13K ﹤0.01% 1700
2016
Q1 		– Sell
-87
Closed -$4K – 1917
2015
Q4 		$4K Buy
+87
New +$4.15K ﹤0.01% 1422

Wealthspire Advisors (Maryland)'s SVU Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of SUPERVALU Inc. (SVU) in Q4 2018, closing a stake of 284 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in SVU in Q4 2015 and held it in 10 quarters. The position peaked at $16K in Q2 2018. 0 funds tracked by Wall St. Rank hold SVU as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining SUPERVALU Inc. position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 284 SUPERVALU Inc. shares in Q4 2018, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in SUPERVALU Inc. in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s SUPERVALU Inc. position peaked at $16K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.