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RGT Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History

RGT Wealth 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
-12,783
Closed -$240K – 108
2017
Q3 		$240K Hold
12,783
– – 0.16% 78
2017
Q2 		$290K Hold
12,783
– – 0.2% 55
2017
Q1 		$296K Sell
12,783
-289
-2% -$5.66K 0.2% 58
2016
Q4 		$247K Buy
13,072
+289
+2% +$6.07K 0.14% 92
2016
Q3 		$264K Buy
+12,783
New +$284K 0.16% 82

Other funds holding SFM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

RGT Wealth Advisors's SFM Position: Q4 2017 in Review

RGT Wealth Advisors sold out of Sprouts Farmers Market (SFM) in Q4 2017, closing a stake of 12,783 shares — an estimated $240K sold.

RGT Wealth Advisors first reported a position in SFM in Q3 2016 and held it in 5 quarters. The position peaked at $296K in Q1 2017. 310 funds tracked by Wall St. Rank hold SFM as of Q4 2017.

  • RGT Wealth Advisors reported no remaining Sprouts Farmers Market position as of Q4 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 12,783 Sprouts Farmers Market shares in Q4 2017, an estimated $240K.
  • RGT Wealth Advisors first reported a position in Sprouts Farmers Market in Q3 2016 and held it in 5 quarters.
  • RGT Wealth Advisors's Sprouts Farmers Market position peaked at $296K in Q1 2017.
  • 310 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2017.

Based on RGT Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.