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

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $578M AUM 49.48% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Allworth Financial's WFM Position: Q3 2017 in Review

Allworth Financial sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 64 shares — an estimated $3K sold.

Allworth Financial first reported a position in WFM in Q1 2015 and held it in 10 quarters. The position peaked at $19K in Q1 2016. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Allworth Financial reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Allworth Financial sold 64 Whole Foods Market Inc shares in Q3 2017, an estimated $3K.
  • Allworth Financial first reported a position in Whole Foods Market Inc in Q1 2015 and held it in 10 quarters.
  • Allworth Financial's Whole Foods Market Inc position peaked at $19K in Q1 2016.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Allworth Financial's 13F filing for Q3 2017, filed 12 Oct 2017.