AIA
WFM

AIMZ Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

AIMZ Investment Advisors’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-64,201
Closed -$2.7M – 99
2017
Q2 		$2.7M Sell
64,201
-390
-0.6% -$14.2K 2.27% 15
2017
Q1 		$1.92M Sell
64,591
-1,488
-2% -$44.8K 1.62% 19
2016
Q4 		$2.03M Sell
66,079
-388
-0.6% -$11.7K 1.82% 18
2016
Q3 		$1.88M Sell
66,467
-240
-0.4% -$7.39K 1.69% 20
2016
Q2 		$2.14M Sell
66,707
-1,089
-2% -$33.9K 1.96% 14
2016
Q1 		$2.11M Sell
67,796
-564
-0.8% -$17.6K 0.93% 39
2015
Q4 		$2.29M Sell
68,360
-1,240
-2% -$39.4K 2.09% 13
2015
Q3 		$2.2M Buy
+69,600
New +$2.46M 2.02% 16

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

AIMZ Investment Advisors's WFM Position: Q3 2017 in Review

AIMZ Investment Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 64,201 shares — an estimated $2.7M sold.

AIMZ Investment Advisors first reported a position in WFM in Q3 2015 and held it in 8 quarters. The position peaked at $2.7M in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • AIMZ Investment Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • AIMZ Investment Advisors sold 64,201 Whole Foods Market Inc shares in Q3 2017, an estimated $2.7M.
  • AIMZ Investment Advisors first reported a position in Whole Foods Market Inc in Q3 2015 and held it in 8 quarters.
  • AIMZ Investment Advisors's Whole Foods Market Inc position peaked at $2.7M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on AIMZ Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.