ACS
WFM

Archford Capital Strategies’s Whole Foods Market Inc WFM Stock Holding History

Archford Capital Strategies’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
-62
Closed -$1K – 782
2016
Q4 		$1K Hold
62
– – ﹤0.01% 606
2016
Q3 		$1K Sell
62
-62
-50% -$1.91K ﹤0.01% 632
2016
Q2 		$4K Buy
+124
New +$3.86K ﹤0.01% 548
2016
Q1 		– Sell
-670
Closed -$33K – 708
2015
Q4 		$33K Buy
670
+546
+440% +$17.4K 0.02% 308
2015
Q3 		$4K Buy
124
+80
+182% +$2.83K ﹤0.01% 504
2015
Q2 		$2K Hold
44
– – ﹤0.01% 538
2015
Q1 		$2.29K Hold
44
– – ﹤0.01% 501
2014
Q4 		$2K Hold
44
– – ﹤0.01% 563
2014
Q3 		$2K Hold
44
– – ﹤0.01% 560
2014
Q2 		$1.7K Sell
44
-1,294
-97% -$56.4K ﹤0.01% 716
2014
Q1 		$67.8K Buy
+1,338
New +$71.3K 0.06% 185

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Archford Capital Strategies's WFM Position: Q1 2017 in Review

Archford Capital Strategies sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 62 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in WFM in Q1 2014 and held it in 11 quarters. The position peaked at $67.8K in Q1 2014. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

  • Archford Capital Strategies reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 62 Whole Foods Market Inc shares in Q1 2017, an estimated $1K.
  • Archford Capital Strategies first reported a position in Whole Foods Market Inc in Q1 2014 and held it in 11 quarters.
  • Archford Capital Strategies's Whole Foods Market Inc position peaked at $67.8K in Q1 2014.
  • 587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.