AA
WFM

Apriem Advisors’s Whole Foods Market Inc WFM Stock Holding History

Apriem 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
Q2 		– Sell
-247
Closed -$7K – 647
2017
Q1 		$7K Hold
247
– – ﹤0.01% 448
2016
Q4 		$8K Sell
247
-330
-57% -$9.93K ﹤0.01% 463
2016
Q3 		$16K Sell
577
-1,516
-72% -$46.7K ﹤0.01% 357
2016
Q2 		$67K Buy
2,093
+516
+33% +$16K 0.02% 201
2016
Q1 		$49K Sell
1,577
-140
-8% -$4.38K 0.02% 199
2015
Q4 		$58K Hold
1,717
– – 0.02% 193
2015
Q3 		$54K Sell
1,717
-350
-17% -$12.4K 0.02% 197
2015
Q2 		$82K Hold
2,067
– – 0.03% 158
2015
Q1 		$108K Hold
2,067
– – 0.04% 139
2014
Q4 		$104K Sell
2,067
-900
-30% -$39.7K 0.04% 132
2014
Q3 		$113K Buy
2,967
+2,570
+647% +$98.2K 0.04% 132
2014
Q2 		$15K Sell
397
-900
-69% -$39.2K 0.01% 302
2014
Q1 		$66K Sell
1,297
-125
-9% -$6.66K 0.03% 187
2013
Q4 		$82K Buy
1,422
+400
+39% +$23.7K 0.03% 161
2013
Q3 		$60K Buy
1,022
+200
+24% +$11K 0.03% 185
2013
Q2 		$42K Buy
+822
New +$39.7K 0.02% 205

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Apriem Advisors's WFM Position: Q2 2017 in Review

Apriem Advisors sold out of Whole Foods Market Inc (WFM) in Q2 2017, closing a stake of 247 shares — an estimated $7K sold.

Apriem Advisors first reported a position in WFM in Q2 2013 and held it in 16 quarters. The position peaked at $113K in Q3 2014. 617 funds tracked by Wall St. Rank hold WFM as of Q2 2017.

  • Apriem Advisors reported no remaining Whole Foods Market Inc position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 247 Whole Foods Market Inc shares in Q2 2017, an estimated $7K.
  • Apriem Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 16 quarters.
  • Apriem Advisors's Whole Foods Market Inc position peaked at $113K in Q3 2014.
  • 617 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.