WA
SFS

WFG Advisors’s Smart & Final Stores, Inc. SFS Stock Holding History

WFG Advisors’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
Q1 		– Sell
-500
Closed -$7K – 1728
2016
Q4 		$7K Hold
500
– – ﹤0.01% 1211
2016
Q3 		$6K Buy
+500
New +$6.92K ﹤0.01% 1253

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

WFG Advisors's SFS Position: Q1 2017 in Review

WFG Advisors sold out of Smart & Final Stores, Inc. (SFS) in Q1 2017, closing a stake of 500 shares — an estimated $7K sold.

WFG Advisors first reported a position in SFS in Q3 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 84 funds tracked by Wall St. Rank hold SFS as of Q1 2017.

  • WFG Advisors reported no remaining Smart & Final Stores, Inc. position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 500 Smart & Final Stores, Inc. shares in Q1 2017, an estimated $7K.
  • WFG Advisors first reported a position in Smart & Final Stores, Inc. in Q3 2016 and held it in 2 quarters.
  • WFG Advisors's Smart & Final Stores, Inc. position peaked at $7K in Q4 2016.
  • 84 funds tracked by Wall St. Rank held Smart & Final Stores, Inc. as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.