MCIA
SFM icon

Mountain Capital Investment Advisors’s Sprouts Farmers Market SFM Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-255
Closed -$5K – 356
2017
Q3 		$5K Buy
255
+55
+28% +$1.22K ﹤0.01% 348
2017
Q2 		$5K Buy
+200
New +$4.63K ﹤0.01% 382

Other funds holding SFM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mountain Capital Investment Advisors's SFM Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Sprouts Farmers Market (SFM) in Q4 2017, closing a stake of 255 shares — an estimated $5K sold.

Mountain Capital Investment Advisors first reported a position in SFM in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 310 funds tracked by Wall St. Rank hold SFM as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Sprouts Farmers Market position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 255 Sprouts Farmers Market shares in Q4 2017, an estimated $5K.
  • Mountain Capital Investment Advisors first reported a position in Sprouts Farmers Market in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Sprouts Farmers Market position peaked at $5K in Q3 2017.
  • 310 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.