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Oakbrook Investments’s Sprouts Farmers Market SFM Stock Holding History

Oakbrook Investments’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
-11,950
Closed -$224K – 613
2017
Q3 		$224K Buy
11,950
+1,600
+15% +$35.4K 0.01% 526
2017
Q2 		$235K Buy
+10,350
New +$240K 0.02% 474

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BlackRock
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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
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 $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oakbrook Investments's SFM Position: Q4 2017 in Review

Oakbrook Investments sold out of Sprouts Farmers Market (SFM) in Q4 2017, closing a stake of 11,950 shares — an estimated $224K sold.

Oakbrook Investments first reported a position in SFM in Q2 2017 and held it in 2 quarters. The position peaked at $235K in Q2 2017. 310 funds tracked by Wall St. Rank hold SFM as of Q4 2017.

  • Oakbrook Investments reported no remaining Sprouts Farmers Market position as of Q4 2017 after selling out during the quarter.
  • Oakbrook Investments sold 11,950 Sprouts Farmers Market shares in Q4 2017, an estimated $224K.
  • Oakbrook Investments first reported a position in Sprouts Farmers Market in Q2 2017 and held it in 2 quarters.
  • Oakbrook Investments's Sprouts Farmers Market position peaked at $235K in Q2 2017.
  • 310 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2017.

Based on Oakbrook Investments's 13F filing for Q4 2017, filed 18 Jan 2018.