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Moneta Group Investment Advisors’s Sprouts Farmers Market SFM Stock Holding History

Moneta Group Investment Advisors’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
2018
Q2 		– Sell
-50
Closed -$1K – 598
2018
Q1 		$1K Hold
50
– – ﹤0.01% 583
2017
Q4 		$1K Buy
+50
New +$1.06K ﹤0.01% 436
2015
Q4 		– Sell
-30
Closed -$1K – 364
2015
Q3 		$1K Buy
+30
New +$689 ﹤0.01% 515

Other funds holding SFM

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Moneta Group Investment Advisors's SFM Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Sprouts Farmers Market (SFM) in Q2 2018, closing a stake of 50 shares — an estimated $1K sold.

Moneta Group Investment Advisors first reported a position in SFM in Q3 2015 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 279 funds tracked by Wall St. Rank hold SFM as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Sprouts Farmers Market position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 50 Sprouts Farmers Market shares in Q2 2018, an estimated $1K.
  • Moneta Group Investment Advisors first reported a position in Sprouts Farmers Market in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Sprouts Farmers Market position peaked at $1K in Q1 2018.
  • 279 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.