AF
WFM

Allworth Financial’s Whole Foods Market Inc WFM Stock Holding History

Allworth Financial’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
Closed -$3K – 832
2017
Q2 		$3K Buy
64
+34
+113% +$1.24K ﹤0.01% 653
2017
Q1 		$1K Hold
30
– – ﹤0.01% 738
2016
Q4 		$1K Sell
30
-50
-63% -$1.5K ﹤0.01% 658
2016
Q3 		$2K Buy
80
+40
+100% +$1.23K ﹤0.01% 617
2016
Q2 		$1K Sell
40
-570
-93% -$17.7K ﹤0.01% 628
2016
Q1 		$19K Buy
610
+600
+6,000% +$18.8K ﹤0.01% 318
2015
Q4 		$0 Hold
10
– – ﹤0.01% 696
2015
Q3 		$0 Hold
10
– – ﹤0.01% 665
2015
Q2 		$0 Hold
10
– – ﹤0.01% 650
2015
Q1 		$1K Buy
+10
New +$536 ﹤0.01% 590

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RCM
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BA
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NIPH
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IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AIM
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