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Regal Investment Advisors’s Sprouts Farmers Market SFM Stock Holding History

Regal 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
2015
Q4 		– Sell
-50
Closed -$1K – 772
2015
Q3 		$1K Buy
+50
New +$1.15K ﹤0.01% 999

Other funds holding SFM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Regal Investment Advisors's SFM Position: Q4 2015 in Review

Regal Investment Advisors sold out of Sprouts Farmers Market (SFM) in Q4 2015, closing a stake of 50 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in SFM in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 210 funds tracked by Wall St. Rank hold SFM as of Q4 2015.

  • Regal Investment Advisors reported no remaining Sprouts Farmers Market position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 Sprouts Farmers Market shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Sprouts Farmers Market in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Sprouts Farmers Market position peaked at $1K in Q3 2015.
  • 210 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.