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Sheets Smith Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Sheets Smith Wealth Management’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
2016
Q2 		– Sell
-29,738
Closed -$864K – 266
2016
Q1 		$864K Buy
+29,738
New +$767K 0.27% 111

Other funds holding SFM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sheets Smith Wealth Management's SFM Position: Q2 2016 in Review

Sheets Smith Wealth Management sold out of Sprouts Farmers Market (SFM) in Q2 2016, closing a stake of 29,738 shares — an estimated $864K sold.

Sheets Smith Wealth Management first reported a position in SFM in Q1 2016 and held it in 1 quarter. The position peaked at $864K in Q1 2016. 258 funds tracked by Wall St. Rank hold SFM as of Q2 2016.

  • Sheets Smith Wealth Management reported no remaining Sprouts Farmers Market position as of Q2 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 29,738 Sprouts Farmers Market shares in Q2 2016, an estimated $864K.
  • Sheets Smith Wealth Management first reported a position in Sprouts Farmers Market in Q1 2016 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Sprouts Farmers Market position peaked at $864K in Q1 2016.
  • 258 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.