AI
SFS

Atria Investments’s Smart & Final Stores, Inc. SFS Stock Holding History

Atria Investments’s Portfolio SFS Stock Details SFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,588
Closed -$91K – 898
2017
Q3 		$91K Sell
11,588
-822
-7% -$6.33K 0.01% 780
2017
Q2 		$113K Sell
12,410
-14
-0.1% -$167 0.01% 731
2017
Q1 		$150K Buy
12,424
+477
+4% +$6.51K 0.01% 664
2016
Q4 		$168K Buy
+11,947
New +$157K 0.01% 616

Other funds holding SFS

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Atria Investments's SFS Position: Q4 2017 in Review

Atria Investments sold out of Smart & Final Stores, Inc. (SFS) in Q4 2017, closing a stake of 11,588 shares — an estimated $91K sold.

Atria Investments first reported a position in SFS in Q4 2016 and held it in 4 quarters. The position peaked at $168K in Q4 2016. 87 funds tracked by Wall St. Rank hold SFS as of Q4 2017.

  • Atria Investments reported no remaining Smart & Final Stores, Inc. position as of Q4 2017 after selling out during the quarter.
  • Atria Investments sold 11,588 Smart & Final Stores, Inc. shares in Q4 2017, an estimated $91K.
  • Atria Investments first reported a position in Smart & Final Stores, Inc. in Q4 2016 and held it in 4 quarters.
  • Atria Investments's Smart & Final Stores, Inc. position peaked at $168K in Q4 2016.
  • 87 funds tracked by Wall St. Rank held Smart & Final Stores, Inc. as of Q4 2017.

Based on Atria Investments's 13F filing for Q4 2017, filed 16 Jan 2018.