WA
SVU

WFG Advisors’s SUPERVALU Inc. SVU Stock Holding History

WFG 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
2017
Q1 		– Sell
-429
Closed -$14K – 1735
2016
Q4 		$14K Sell
429
-447
-51% -$14.8K ﹤0.01% 1034
2016
Q3 		$31K Sell
876
-371
-30% -$13.1K 0.01% 833
2016
Q2 		$41K Hold
1,247
– – 0.01% 743
2016
Q1 		$50K Hold
1,247
– – 0.01% 663
2015
Q4 		$59K Sell
1,247
-180
-13% -$8.59K 0.02% 624
2015
Q3 		$72K Sell
1,427
-211
-13% -$12.1K 0.02% 542
2015
Q2 		$93K Sell
1,638
-518
-24% -$34.5K 0.03% 554
2015
Q1 		$176K Hold
2,156
– – 0.05% 386
2014
Q4 		$146K Buy
2,156
+328
+18% +$20.5K 0.03% 535
2014
Q3 		$114K Buy
1,828
+72
+4% +$4.63K 0.02% 617
2014
Q2 		$101K Sell
1,756
-14
-0.8% -$722 0.02% 663
2014
Q1 		$85K Buy
1,770
+508
+40% +$22.7K 0.02% 701
2013
Q4 		$64K Sell
1,262
-742
-37% -$36.6K 0.01% 900
2013
Q3 		$115K Buy
2,004
+686
+52% +$36.1K 0.02% 665
2013
Q2 		$57K Buy
+1,318
New +$55.5K 0.01% 839

Other funds holding SVU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WFG Advisors's SVU Position: Q1 2017 in Review

WFG Advisors sold out of SUPERVALU Inc. (SVU) in Q1 2017, closing a stake of 429 shares — an estimated $14K sold.

WFG Advisors first reported a position in SVU in Q2 2013 and held it in 15 quarters. The position peaked at $176K in Q1 2015. 224 funds tracked by Wall St. Rank hold SVU as of Q1 2017.

  • WFG Advisors reported no remaining SUPERVALU Inc. position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 429 SUPERVALU Inc. shares in Q1 2017, an estimated $14K.
  • WFG Advisors first reported a position in SUPERVALU Inc. in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's SUPERVALU Inc. position peaked at $176K in Q1 2015.
  • 224 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.