WAS
SPTN

WESPAC Advisors SoCal’s SpartanNash SPTN Stock Holding History

WESPAC Advisors SoCal’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
2016
Q1 		– Sell
-550
Closed -$11K – 319
2015
Q4 		$11K Buy
+550
New +$13.6K 0.01% 188

Other funds holding SPTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WESPAC Advisors SoCal's SPTN Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of SpartanNash (SPTN) in Q1 2016, closing a stake of 550 shares — an estimated $11K sold.

WESPAC Advisors SoCal first reported a position in SPTN in Q4 2015 and held it in 1 quarter. The position peaked at $11K in Q4 2015. 193 funds tracked by Wall St. Rank hold SPTN as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining SpartanNash position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 550 SpartanNash shares in Q1 2016, an estimated $11K.
  • WESPAC Advisors SoCal first reported a position in SpartanNash in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's SpartanNash position peaked at $11K in Q4 2015.
  • 193 funds tracked by Wall St. Rank held SpartanNash as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.