AB
WFM

Amalgamated Bank’s Whole Foods Market Inc WFM Stock Holding History

Amalgamated Bank’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
-36,086
Closed -$1.52M – 1621
2017
Q2 		$1.52M Buy
36,086
+13,427
+59% +$489K 0.05% 397
2017
Q1 		$673K Sell
22,659
-667
-3% -$20.1K 0.03% 664
2016
Q4 		$718K Buy
23,326
+6,031
+35% +$181K 0.03% 656
2016
Q3 		$490K Buy
17,295
+17
+0.1% +$523 0.03% 746
2016
Q2 		$526K Buy
17,278
+4,052
+31% +$126K 0.03% 723
2016
Q1 		$411K Buy
13,226
+2,615
+25% +$81.8K 0.04% 655
2015
Q4 		$355K Sell
10,611
-2,894
-21% -$92K 0.04% 654
2015
Q3 		$427K Buy
13,505
+485
+4% +$17.1K 0.04% 607
2015
Q2 		$514K Buy
13,020
+866
+7% +$38.7K 0.05% 543
2015
Q1 		$633K Buy
12,154
+2,944
+32% +$158K 0.08% 327
2014
Q4 		$464K Sell
9,210
-1,407
-13% -$62K 0.07% 367
2014
Q3 		$405K Buy
10,617
+295
+3% +$11.3K 0.06% 436
2014
Q2 		$399K Buy
10,322
+852
+9% +$37.1K 0.06% 459
2014
Q1 		$480K Sell
9,470
-190
-2% -$10.1K 0.08% 329
2013
Q4 		$559K Buy
+9,660
New +$573K 0.1% 281

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

Amalgamated Bank's WFM Position: Q3 2017 in Review

Amalgamated Bank sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 36,086 shares — an estimated $1.52M sold.

Amalgamated Bank first reported a position in WFM in Q4 2013 and held it in 15 quarters. The position peaked at $1.52M in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Amalgamated Bank reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Amalgamated Bank sold 36,086 Whole Foods Market Inc shares in Q3 2017, an estimated $1.52M.
  • Amalgamated Bank first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 15 quarters.
  • Amalgamated Bank's Whole Foods Market Inc position peaked at $1.52M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Amalgamated Bank's 13F filing for Q3 2017, filed 9 Nov 2017.