WealthPLAN Partners’s Sprouts Farmers Market SFM Stock Holding History

WealthPLAN Partners’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 Q3	$1.83K	Sell	88 -88	-50%	-$1.95K	﹤0.01%	861
2016 Q2	$2.02K	Buy	+176	New	+$4.5K	﹤0.01%	2235
2015 Q4	$2.34K	Buy	+264	New	+$6.24K	﹤0.01%	1466
2015 Q2	$2K	Sell	63 -30	-32%	-$921	﹤0.01%	388
2015 Q1	$3K	Buy	+93	New	+$3.29K	﹤0.01%	469

Other funds holding SFM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's SFM Position: Q3 2016 in Review

WealthPLAN Partners reduced its Sprouts Farmers Market (SFM) stake by 50% in Q3 2016, selling an estimated $1.95K and leaving 88 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

WealthPLAN Partners first reported a position in SFM in Q1 2015 and has held it in 5 quarters since. The position peaked at $3K in Q1 2015. 263 funds tracked by Wall St. Rank hold SFM as of Q3 2016.

WealthPLAN Partners held 88 shares of Sprouts Farmers Market worth $1.83K as of Q3 2016.
WealthPLAN Partners sold 88 Sprouts Farmers Market shares in Q3 2016, an estimated $1.95K.
Sprouts Farmers Market made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #861 holding.
WealthPLAN Partners first reported a position in Sprouts Farmers Market in Q1 2015 and has held it in 5 quarters since.
WealthPLAN Partners's Sprouts Farmers Market position peaked at $3K in Q1 2015.
263 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.