AllSquare Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

AllSquare Wealth Management’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 Q1	–	Sell	-702	Closed	-$22K	–	404
2016 Q4	$22K	Hold	702	–	–	0.02%	184
2016 Q3	$20K	Hold	702	–	–	0.02%	174
2016 Q2	$22K	Hold	702	–	–	0.02%	162
2016 Q1	$22K	Buy	702 +57	+9%	+$1.78K	0.02%	160
2015 Q4	$22K	Sell	645 -3	-0.5%	-$95	0.02%	167
2015 Q3	$21K	Buy	648 +274	+73%	+$9.69K	0.02%	165
2015 Q2	$15K	Buy	374 +78	+26%	+$3.49K	0.01%	201
2015 Q1	$15K	Buy	296 +21	+8%	+$1.13K	0.01%	201
2014 Q4	$14K	Buy	+275	New	+$12.1K	0.01%	206

Other funds holding WFM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

AllSquare Wealth Management's WFM Position: Q1 2017 in Review

AllSquare Wealth Management sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 702 shares — an estimated $22K sold.

AllSquare Wealth Management first reported a position in WFM in Q4 2014 and held it in 9 quarters. The position peaked at $22K in Q4 2016. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

AllSquare Wealth Management reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
AllSquare Wealth Management sold 702 Whole Foods Market Inc shares in Q1 2017, an estimated $22K.
AllSquare Wealth Management first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 9 quarters.
AllSquare Wealth Management's Whole Foods Market Inc position peaked at $22K in Q4 2016.
587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on AllSquare Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.