Evercore Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Evercore Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-650	Closed	-$14K	–	1060
2015 Q3	$14K	Hold	650	–	–	﹤0.01%	801
2015 Q2	$18K	Hold	650	–	–	﹤0.01%	813
2015 Q1	$23K	Hold	650	–	–	﹤0.01%	767
2014 Q4	$22K	Hold	650	–	–	﹤0.01%	657
2014 Q3	$19K	Hold	650	–	–	﹤0.01%	748
2014 Q2	$21K	Hold	650	–	–	﹤0.01%	731
2014 Q1	$23K	Hold	650	–	–	﹤0.01%	727
2013 Q4	$25K	Hold	650	–	–	﹤0.01%	654
2013 Q3	$29K	Buy	+650	New	+$25.8K	﹤0.01%	631

Other funds holding SFM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Evercore Wealth Management's SFM Position: Q4 2015 in Review

Evercore Wealth Management sold out of Sprouts Farmers Market (SFM) in Q4 2015, closing a stake of 650 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in SFM in Q3 2013 and held it in 9 quarters. The position peaked at $29K in Q3 2013. 210 funds tracked by Wall St. Rank hold SFM as of Q4 2015.

Evercore Wealth Management reported no remaining Sprouts Farmers Market position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 650 Sprouts Farmers Market shares in Q4 2015, an estimated $14K.
Evercore Wealth Management first reported a position in Sprouts Farmers Market in Q3 2013 and held it in 9 quarters.
Evercore Wealth Management's Sprouts Farmers Market position peaked at $29K in Q3 2013.
210 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.