WAM
SFS

Wealthspire Advisors (Maryland)’s Smart & Final Stores, Inc. SFS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SFS Stock Details SFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-285
Closed -$3K – 2577
2017
Q2 		$3K Buy
+285
New +$3.41K ﹤0.01% 1940

Other funds holding SFS

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SFS Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Smart & Final Stores, Inc. (SFS) in Q3 2017, closing a stake of 285 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SFS in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 87 funds tracked by Wall St. Rank hold SFS as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Smart & Final Stores, Inc. position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 285 Smart & Final Stores, Inc. shares in Q3 2017, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Smart & Final Stores, Inc. in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Smart & Final Stores, Inc. position peaked at $3K in Q2 2017.
  • 87 funds tracked by Wall St. Rank held Smart & Final Stores, Inc. as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.