Integrated Wealth Management (Palm Desert)’s Sprouts Farmers Market SFM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-200	Closed	-$4K	–	865
2016 Q3	$4K	Hold	200	–	–	﹤0.01%	962
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	924
2016 Q1	$6K	Hold	200	–	–	﹤0.01%	822
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	942
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	991
2015 Q2	$5K	Sell	200 -10	-5%	-$307	﹤0.01%	974
2015 Q1	$7K	Buy	+210	New	+$7.43K	﹤0.01%	853

Other funds holding SFM

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s SFM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Sprouts Farmers Market (SFM) in Q4 2016, closing a stake of 200 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SFM in Q1 2015 and held it in 7 quarters. The position peaked at $7K in Q1 2015. 274 funds tracked by Wall St. Rank hold SFM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Sprouts Farmers Market position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 200 Sprouts Farmers Market shares in Q4 2016, an estimated $4K.
Integrated Wealth Management (Palm Desert) first reported a position in Sprouts Farmers Market in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Sprouts Farmers Market position peaked at $7K in Q1 2015.
274 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.